Shakespeare Wealth Management, LLC's ownership history for SCHD

Shakespeare Wealth Management, LLC currently holds 12.6K shares with a market value of $387.3K. It started holding SCHD on 2024-09-30. At its peak, it held 13.3K shares on 2024-12-31. Its highest holding value was $387.3K on 2026-03-31. At its lowest, it held 4.3K shares on 2024-09-30, with a value of $342.6K on 2025-06-30. In the recent 180 days, Shakespeare Wealth Management, LLC has decreased its shares by 303. In the recent year, Shakespeare Wealth Management, LLC has decreased its shares by 303.