Compound Planning, Inc.'s ownership history for SCHD

Compound Planning, Inc. currently holds 302.5K shares with a market value of $9.3M. It started holding SCHD on 2024-09-30. At its peak, it held 302.5K shares on 2026-03-31. Its highest holding value was $9.3M on 2026-03-31. At its lowest, it held 35.9K shares on 2024-09-30, with a value of $3.0M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 14.2K. In the recent year, Compound Planning, Inc. has increased its shares by 116.5K.