Bernardo Wealth Planning LLC's ownership history for SCHD

Bernardo Wealth Planning LLC currently holds 27.2K shares with a market value of $745.5K. It started holding SCHD on 2024-09-30. At its peak, it held 27.2K shares on 2025-12-31. Its highest holding value was $745.5K on 2025-12-31. At its lowest, it held 13.0K shares on 2024-09-30, with a value of $376 on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 7.4K. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 13.6K.