Defined Financial Planning LLC's ownership history for SCHG

Defined Financial Planning LLC currently holds 436.3K shares with a market value of $14.2M. It started holding SCHG on 2024-12-31. At its peak, it held 436.3K shares on 2025-09-30. Its highest holding value was $14.2M on 2025-09-30. At its lowest, it held 273.5K shares on 2024-12-31, with a value of $7.6M on 2024-12-31. In the recent 180 days, Defined Financial Planning LLC has increased its shares by 91.8K.