Cassaday & Co Wealth Management LLC's ownership history for SCHD

Cassaday & Co Wealth Management LLC currently holds 9.6M shares with a market value of $293.6M. It started holding SCHD on 2024-09-30. At its peak, it held 9.6M shares on 2026-03-31. Its highest holding value was $293.6M on 2026-03-31. At its lowest, it held 1.9M shares on 2024-09-30, with a value of $156.9M on 2024-09-30. In the recent 180 days, Cassaday & Co Wealth Management LLC has increased its shares by 3.5M. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 3.7M.