Wingate Wealth Advisors, Inc.'s ownership history for SCHD

Wingate Wealth Advisors, Inc. currently holds 15.7K shares with a market value of $480.1K. It started holding SCHD on 2024-12-31. At its peak, it held 59.0K shares on 2024-12-31. Its highest holding value was $1.6M on 2025-03-31. At its lowest, it held 15.7K shares on 2026-03-31, with a value of $480.1K on 2026-03-31. In the recent 180 days, Wingate Wealth Advisors, Inc. has decreased its shares by 28.9K. In the recent year, Wingate Wealth Advisors, Inc. has decreased its shares by 42.6K.