Summit Financial, LLC's ownership history for SCHD

Summit Financial, LLC currently holds 517.0K shares with a market value of $15.9M. It started holding SCHD on 2024-09-30. At its peak, it held 517.0K shares on 2026-03-31. Its highest holding value was $15.9M on 2026-03-31. At its lowest, it held 12.1K shares on 2024-09-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 35.3K. In the recent year, Summit Financial, LLC has increased its shares by 127.8K.