Successful Portfolios LLC's ownership history for SCHD

Successful Portfolios LLC currently holds 26.9K shares with a market value of $823.8K. It started holding SCHD on 2024-09-30. At its peak, it held 26.9K shares on 2026-03-31. Its highest holding value was $823.8K on 2026-03-31. At its lowest, it held 5.0K shares on 2024-09-30, with a value of $380.8K on 2025-06-30. In the recent 180 days, Successful Portfolios LLC has increased its shares by 11.1K. In the recent year, Successful Portfolios LLC has increased its shares by 12.0K.