TruWealth Advisors, LLC's ownership history for SCHD

TruWealth Advisors, LLC currently holds 245.4K shares with a market value of $6.8M. It started holding SCHD on 2024-09-30. At its peak, it held 331.0K shares on 2025-03-31. Its highest holding value was $9.3M on 2025-03-31. At its lowest, it held 106.4K shares on 2024-09-30, with a value of $6.8M on 2025-12-31. In the recent 180 days, TruWealth Advisors, LLC has decreased its shares by 74.9K. In the recent year, TruWealth Advisors, LLC has decreased its shares by 69.7K.