Wealth Preservation Advisors, LLC's ownership history for SCHD

Wealth Preservation Advisors, LLC currently holds 746 shares with a market value of $22.9K. It started holding SCHD on 2025-03-31. At its peak, it held 746 shares on 2025-12-31. Its highest holding value was $22.9K on 2026-03-31. At its lowest, it held 141 shares on 2025-03-31, with a value of $3.7K on 2025-06-30. In the recent 180 days, Wealth Preservation Advisors, LLC has increased its shares by 605. In the recent year, Wealth Preservation Advisors, LLC has increased its shares by 605.