Heck Capital Advisors, LLC's ownership history for SCHD


Heck Capital Advisors, LLC currently holds 11.2K shares with a market value of $307.1K. It started holding SCHD on 2022-03-31. At its peak, it held 1.5M shares on 2024-12-31. Its highest holding value was $39.9M on 2024-12-31. At its lowest, it held 11.2K shares on 2025-12-31, with a value of $307.1K on 2025-12-31. In the recent 180 days, Heck Capital Advisors, LLC has decreased its shares by 1.4M. In the recent year, Heck Capital Advisors, LLC has decreased its shares by 14.3K.


Heck Capital Advisors, LLC's ownership history for SCHD