Worth Financial Advisory Group, LLC's ownership history for SCHD

Worth Financial Advisory Group, LLC currently holds 487 shares with a market value of $277.9K. It started holding SCHD on 2024-09-30. At its peak, it held 127.5K shares on 2025-09-30. Its highest holding value was $3.6M on 2024-09-30. At its lowest, it held 487 shares on 2026-03-31, with a value of $277.9K on 2026-03-31. In the recent 180 days, Worth Financial Advisory Group, LLC has decreased its shares by 127.0K. In the recent year, Worth Financial Advisory Group, LLC has decreased its shares by 123.5K.