Schaeffer Financial LLC's ownership history for SCHD

Schaeffer Financial LLC currently holds 447.8K shares with a market value of $12.3M. It started holding SCHD on 2024-09-30. At its peak, it held 702.9K shares on 2025-06-30. Its highest holding value was $19.3M on 2025-03-31. At its lowest, it held 219.4K shares on 2024-09-30, with a value of $12.3M on 2025-12-31. In the recent 180 days, Schaeffer Financial LLC has decreased its shares by 255.1K. In the recent year, Schaeffer Financial LLC has decreased its shares by 216.3K.