GRIMES & Co WEALTH MANAGEMENT, LLC's ownership history for SCHD

GRIMES & Co WEALTH MANAGEMENT, LLC currently holds 31.7K shares with a market value of $972.9K. It started holding SCHD on 2024-09-30. At its peak, it held 31.7K shares on 2026-03-31. Its highest holding value was $972.9K on 2026-03-31. At its lowest, it held 9.3K shares on 2024-09-30, with a value of $577.0K on 2025-06-30. In the recent 180 days, GRIMES & Co WEALTH MANAGEMENT, LLC has increased its shares by 6.8K. In the recent year, GRIMES & Co WEALTH MANAGEMENT, LLC has increased its shares by 10.2K.