Pine Harbor Wealth Management, LLC's ownership history for SCHD

Pine Harbor Wealth Management, LLC currently holds 6.8K shares with a market value of $208.8K. It started holding SCHD on 2024-09-30. At its peak, it held 14.2K shares on 2024-12-31. Its highest holding value was $397.5K on 2025-03-31. At its lowest, it held 4.6K shares on 2024-09-30, with a value of $208.8K on 2026-03-31. In the recent 180 days, Pine Harbor Wealth Management, LLC has decreased its shares by 7.4K. In the recent year, Pine Harbor Wealth Management, LLC has increased its shares by 2.2K.