Cascade Wealth Advisors, Inc's ownership history for SCHD

Cascade Wealth Advisors, Inc currently holds 9.7K shares with a market value of $283.0K. It started holding SCHD on 2025-06-30. At its peak, it held 11.8K shares on 2025-06-30. Its highest holding value was $317.2K on 2025-06-30. At its lowest, it held 9.7K shares on 2025-09-30, with a value of $258.6K on 2025-09-30. In the recent 180 days, Cascade Wealth Advisors, Inc has decreased its shares by 2.1K.