Whelan Financial's ownership history for SCHD

Whelan Financial currently holds 1.8M shares with a market value of $48.8M. It started holding SCHD on 2024-09-30. At its peak, it held 1.8M shares on 2025-12-31. Its highest holding value was $48.8M on 2025-12-31. At its lowest, it held 547.1K shares on 2024-09-30, with a value of $46.0M on 2024-12-31. In the recent 180 days, Whelan Financial has increased its shares by 40.6K. In the recent year, Whelan Financial has increased its shares by 94.3K.