Forum Private Client Group LLC's ownership history for SCHD

Forum Private Client Group LLC currently holds 8.1K shares with a market value of $222.4K. It started holding SCHD on 2025-06-30. At its peak, it held 12.3K shares on 2025-06-30. Its highest holding value was $334.7K on 2025-09-30. At its lowest, it held 8.1K shares on 2025-12-31, with a value of $222.4K on 2025-12-31. In the recent 180 days, Forum Private Client Group LLC has decreased its shares by 4.2K.