Delap Wealth Advisory, LLC's ownership history for SCHD

Delap Wealth Advisory, LLC currently holds 22.8K shares with a market value of $624.6K. It started holding SCHD on 2024-12-31. At its peak, it held 23.3K shares on 2025-06-30. Its highest holding value was $635.2K on 2025-03-31. At its lowest, it held 22.5K shares on 2025-09-30, with a value of $617.5K on 2025-06-30. In the recent 180 days, Delap Wealth Advisory, LLC has decreased its shares by 532. In the recent year, Delap Wealth Advisory, LLC has decreased its shares by 449.