XML Financial, LLC's ownership history for SCHD

XML Financial, LLC currently holds 420.8K shares with a market value of $11.5M. It started holding SCHD on 2024-12-31. At its peak, it held 420.8K shares on 2025-09-30. Its highest holding value was $11.6M on 2025-03-31. At its lowest, it held 383.0K shares on 2024-12-31, with a value of $10.5M on 2024-12-31. In the recent 180 days, XML Financial, LLC has increased its shares by 5.3K.