Summit Trail Advisors, LLC's ownership history for SCHD

Summit Trail Advisors, LLC currently holds 129.6K shares with a market value of $3.6M. It started holding SCHD on 2024-09-30. At its peak, it held 129.6K shares on 2025-12-31. Its highest holding value was $3.6M on 2025-12-31. At its lowest, it held 6.2K shares on 2024-09-30, with a value of $522.6K on 2024-09-30. In the recent 180 days, Summit Trail Advisors, LLC has increased its shares by 108.1K.