Strata Wealth Advisors, LLC's ownership history for SCHD


Strata Wealth Advisors, LLC currently holds 17.3K shares with a market value of $531.3K. It started holding SCHD on 2025-09-30. At its peak, it held 20.9K shares on 2025-09-30. Its highest holding value was $572.8K on 2025-12-31. At its lowest, it held 17.3K shares on 2026-03-31, with a value of $531.3K on 2026-03-31. In the recent 180 days, Strata Wealth Advisors, LLC has decreased its shares by 3.6K.


Strata Wealth Advisors, LLC's ownership history for SCHD