PERSONAL CFO SOLUTIONS, LLC's ownership history for SCHD

PERSONAL CFO SOLUTIONS, LLC currently holds 170.7K shares with a market value of $5.2M. It started holding SCHD on 2024-09-30. At its peak, it held 204.0K shares on 2025-03-31. Its highest holding value was $5.7M on 2025-03-31. At its lowest, it held 65.8K shares on 2024-09-30, with a value of $4.8M on 2025-12-31. In the recent 180 days, PERSONAL CFO SOLUTIONS, LLC has decreased its shares by 25.2K. In the recent year, PERSONAL CFO SOLUTIONS, LLC has decreased its shares by 30.0K.