Collaborative Wealth Managment Inc.'s ownership history for SCHD

Collaborative Wealth Managment Inc. currently holds 41.1K shares with a market value of $1.1M. It started holding SCHD on 2024-09-30. At its peak, it held 41.1K shares on 2025-12-31. Its highest holding value was $1.1M on 2025-12-31. At its lowest, it held 12.9K shares on 2024-09-30, with a value of $1.0M on 2025-03-31. In the recent 180 days, Collaborative Wealth Managment Inc. has increased its shares by 1.6K. In the recent year, Collaborative Wealth Managment Inc. has increased its shares by 2.5K.