Plan Group Financial, LLC's ownership history for SCHD

Plan Group Financial, LLC currently holds 8.7K shares with a market value of $238.3K. It started holding SCHD on 2024-09-30. At its peak, it held 24.7K shares on 2025-03-31. Its highest holding value was $689.4K on 2025-03-31. At its lowest, it held 7.2K shares on 2024-09-30, with a value of $238.3K on 2025-09-30. In the recent 180 days, Plan Group Financial, LLC has decreased its shares by 15.9K.