Connecticut Wealth Management, LLC's ownership history for SCHD

Connecticut Wealth Management, LLC currently holds 30.0K shares with a market value of $920.4K. It started holding SCHD on 2025-03-31. At its peak, it held 30.0K shares on 2026-03-31. Its highest holding value was $920.4K on 2026-03-31. At its lowest, it held 29.2K shares on 2025-03-31, with a value of $784.4K on 2025-06-30. In the recent 180 days, Connecticut Wealth Management, LLC has increased its shares by 400. In the recent year, Connecticut Wealth Management, LLC has increased its shares by 837.