Barnes Wealth Management Group, Inc's ownership history for SCHD

Barnes Wealth Management Group, Inc currently holds 56.2K shares with a market value of $1.7M. It started holding SCHD on 2024-12-31. At its peak, it held 84.9K shares on 2025-09-30. Its highest holding value was $2.4M on 2025-03-31. At its lowest, it held 56.2K shares on 2026-03-31, with a value of $1.7M on 2026-03-31. In the recent 180 days, Barnes Wealth Management Group, Inc has decreased its shares by 28.7K. In the recent year, Barnes Wealth Management Group, Inc has decreased its shares by 28.0K.