Waterford Advisors, LLC's ownership history for SCHD

Waterford Advisors, LLC currently holds 10.0K shares with a market value of $272.6K. It started holding SCHD on 2024-12-31. At its peak, it held 12.6K shares on 2025-06-30. Its highest holding value was $279.2K on 2025-03-31. At its lowest, it held 10.0K shares on 2024-12-31, with a value of $264.7K on 2025-06-30. In the recent 180 days, Waterford Advisors, LLC has increased its shares by 0.