Concord Wealth Partners's ownership history for SCHD

Concord Wealth Partners currently holds 107.4K shares with a market value of $2.9M. It started holding SCHD on 2024-09-30. At its peak, it held 165.5K shares on 2024-12-31. Its highest holding value was $4.9M on 2024-09-30. At its lowest, it held 57.6K shares on 2024-09-30, with a value of $2.9M on 2025-12-31. In the recent 180 days, Concord Wealth Partners has decreased its shares by 24.1K. In the recent year, Concord Wealth Partners has decreased its shares by 58.2K.