WFA of San Diego, LLC's ownership history for SCHD

WFA of San Diego, LLC currently holds 23.0K shares with a market value of $707.0K. It started holding SCHD on 2024-09-30. At its peak, it held 23.8K shares on 2025-06-30. Its highest holding value was $848.4K on 2024-09-30. At its lowest, it held 10.0K shares on 2024-09-30, with a value of $631.4K on 2025-06-30. In the recent 180 days, WFA of San Diego, LLC has decreased its shares by 706. In the recent year, WFA of San Diego, LLC has increased its shares by 13.0K.