SUMMIT WEALTH GROUP LLC / CO's ownership history for SCHD

SUMMIT WEALTH GROUP LLC / CO currently holds 526.3K shares with a market value of $16.1M. It started holding SCHD on 2025-06-30. At its peak, it held 835.0K shares on 2025-06-30. Its highest holding value was $22.1M on 2025-06-30. At its lowest, it held 526.3K shares on 2026-03-31, with a value of $16.1M on 2026-03-31. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has decreased its shares by 308.7K.