Evolution Wealth Advisors, LLC's ownership history for SCHD


Evolution Wealth Advisors, LLC currently holds 36.4K shares with a market value of $1.2M. It started holding SCHD on 2024-12-31. At its peak, it held 202.2K shares on 2025-03-31. Its highest holding value was $5.7M on 2025-03-31. At its lowest, it held 36.4K shares on 2026-06-30, with a value of $1.2M on 2026-06-30. In the recent 180 days, Evolution Wealth Advisors, LLC has decreased its shares by 102.0K. In the recent year, Evolution Wealth Advisors, LLC has decreased its shares by 101.4K.


Evolution Wealth Advisors, LLC's ownership history for SCHD