Worth Financial Advisory Group, LLC's ownership history for SCHD

Worth Financial Advisory Group, LLC currently holds 121.9K shares with a market value of $3.3M. It started holding SCHD on 2024-09-30. At its peak, it held 127.5K shares on 2025-09-30. Its highest holding value was $3.6M on 2024-09-30. At its lowest, it held 42.3K shares on 2024-09-30, with a value of $3.3M on 2025-06-30. In the recent 180 days, Worth Financial Advisory Group, LLC has decreased its shares by 3.7K. In the recent year, Worth Financial Advisory Group, LLC has decreased its shares by 4.5K.