XML Financial, LLC's ownership history for SCHD

XML Financial, LLC currently holds 423.1K shares with a market value of $11.6M. It started holding SCHD on 2024-12-31. At its peak, it held 423.1K shares on 2025-12-31. Its highest holding value was $11.6M on 2025-03-31. At its lowest, it held 383.0K shares on 2024-12-31, with a value of $10.5M on 2024-12-31. In the recent 180 days, XML Financial, LLC has increased its shares by 2.5K. In the recent year, XML Financial, LLC has increased its shares by 40.1K.