Wingate Wealth Advisors, Inc.'s ownership history for SCHD

Wingate Wealth Advisors, Inc. currently holds 41.4K shares with a market value of $1.1M. It started holding SCHD on 2024-12-31. At its peak, it held 59.0K shares on 2024-12-31. Its highest holding value was $1.6M on 2025-03-31. At its lowest, it held 41.4K shares on 2025-12-31, with a value of $1.1M on 2025-12-31. In the recent 180 days, Wingate Wealth Advisors, Inc. has decreased its shares by 10.8K. In the recent year, Wingate Wealth Advisors, Inc. has decreased its shares by 17.6K.