Smallwood Wealth Investment Management, LLC's ownership history for SCHD

Smallwood Wealth Investment Management, LLC currently holds 2.0K shares with a market value of $62.3K. It started holding SCHD on 2025-03-31. At its peak, it held 2.7K shares on 2025-03-31. Its highest holding value was $75.2K on 2025-03-31. At its lowest, it held 2.0K shares on 2026-03-31, with a value of $56.3K on 2025-12-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has decreased its shares by 656. In the recent year, Smallwood Wealth Investment Management, LLC has decreased its shares by 656.