PRECEDENT WEALTH PARTNERS, LLC's ownership history for SCHD


PRECEDENT WEALTH PARTNERS, LLC currently holds 49.9K shares with a market value of $1.4M. It started holding SCHD on 2024-09-30. At its peak, it held 52.9K shares on 2025-03-31. Its highest holding value was $1.5M on 2025-03-31. At its lowest, it held 8.5K shares on 2024-09-30, with a value of $626.1K on 2024-12-31. In the recent 180 days, PRECEDENT WEALTH PARTNERS, LLC has decreased its shares by 2.2K. In the recent year, PRECEDENT WEALTH PARTNERS, LLC has increased its shares by 27.0K.


PRECEDENT WEALTH PARTNERS, LLC's ownership history for SCHD