Summit Financial, LLC's ownership history for SCHD

Summit Financial, LLC currently holds 499.5K shares with a market value of $13.7M. It started holding SCHD on 2024-09-30. At its peak, it held 499.5K shares on 2025-12-31. Its highest holding value was $13.7M on 2025-12-31. At its lowest, it held 12.1K shares on 2024-09-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 94.0K. In the recent year, Summit Financial, LLC has increased its shares by 187.9K.