Ellis Investment Partners, LLC's ownership history for SCHD

Ellis Investment Partners, LLC currently holds 34.4K shares with a market value of $1.1M. It started holding SCHD on 2024-09-30. At its peak, it held 34.4K shares on 2026-03-31. Its highest holding value was $1.1M on 2026-03-31. At its lowest, it held 6.6K shares on 2024-09-30, with a value of $561.1K on 2024-09-30. In the recent 180 days, Ellis Investment Partners, LLC has increased its shares by 50. In the recent year, Ellis Investment Partners, LLC has increased its shares by 8.3K.