Insight Wealth Partners, LLC's ownership history for SCHD

Insight Wealth Partners, LLC currently holds 37.8K shares with a market value of $1.0M. It started holding SCHD on 2024-09-30. At its peak, it held 37.8K shares on 2025-12-31. Its highest holding value was $1.1M on 2024-09-30. At its lowest, it held 12.5K shares on 2024-09-30, with a value of $852.2K on 2025-03-31. In the recent 180 days, Insight Wealth Partners, LLC has increased its shares by 1.9K. In the recent year, Insight Wealth Partners, LLC has increased its shares by 5.3K.