Worth Asset Management, LLC's ownership history for SCHD

Worth Asset Management, LLC currently holds 15.8K shares with a market value of $484.5K. It started holding SCHD on 2024-09-30. At its peak, it held 17.4K shares on 2024-12-31. Its highest holding value was $755.7K on 2024-09-30. At its lowest, it held 7.7K shares on 2025-03-31, with a value of $215.1K on 2025-03-31. In the recent 180 days, Worth Asset Management, LLC has decreased its shares by 1.6K.