Compound Planning, Inc.'s ownership history for SCHB

Compound Planning, Inc. currently holds 638.1K shares with a market value of $16.4M. It started holding SCHB on 2024-09-30. At its peak, it held 694.2K shares on 2024-12-31. Its highest holding value was $16.4M on 2025-09-30. At its lowest, it held 163.3K shares on 2024-09-30, with a value of $10.9M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 91.7K. In the recent year, Compound Planning, Inc. has increased its shares by 474.8K.