Lakeshore Financial Planning, Inc.'s ownership history for SCHD

Lakeshore Financial Planning, Inc. currently holds 388.0K shares with a market value of $10.6M. It started holding SCHD on 2024-09-30. At its peak, it held 580.0K shares on 2024-12-31. Its highest holding value was $16.4M on 2024-09-30. At its lowest, it held 194.3K shares on 2024-09-30, with a value of $10.4M on 2025-06-30. In the recent 180 days, Lakeshore Financial Planning, Inc. has decreased its shares by 165.3K. In the recent year, Lakeshore Financial Planning, Inc. has increased its shares by 193.7K.