Holos Integrated Wealth LLC's ownership history for SCHD

Holos Integrated Wealth LLC currently holds 202.2K shares with a market value of $5.6M. It started holding SCHD on 2024-12-31. At its peak, it held 202.2K shares on 2025-12-31. Its highest holding value was $5.6M on 2025-12-31. At its lowest, it held 151.7K shares on 2025-03-31, with a value of $4.1M on 2025-06-30. In the recent 180 days, Holos Integrated Wealth LLC has increased its shares by 50.1K. In the recent year, Holos Integrated Wealth LLC has increased its shares by 46.0K.