Compound Planning, Inc.'s ownership history for SCHX

Compound Planning, Inc. currently holds 54.3K shares with a market value of $1.4M. It started holding SCHX on 2024-09-30. At its peak, it held 54.3K shares on 2026-03-31. Its highest holding value was $1.4M on 2026-03-31. At its lowest, it held 5.3K shares on 2024-09-30, with a value of $361.3K on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 14.7K. In the recent year, Compound Planning, Inc. has increased its shares by 20.0K.