Whelan Financial's ownership history for SCHD

Whelan Financial currently holds 1.8M shares with a market value of $54.5M. It started holding SCHD on 2024-09-30. At its peak, it held 1.8M shares on 2025-12-31. Its highest holding value was $54.5M on 2026-03-31. At its lowest, it held 547.1K shares on 2024-09-30, with a value of $46.0M on 2024-12-31. In the recent 180 days, Whelan Financial has increased its shares by 7.2K. In the recent year, Whelan Financial has increased its shares by 88.1K.