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

Wingate Wealth Advisors, Inc. currently holds 44.6K shares with a market value of $1.2M. 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 44.6K shares on 2025-09-30, with a value of $1.2M on 2025-09-30. In the recent 180 days, Wingate Wealth Advisors, Inc. has decreased its shares by 13.7K.