Plancorp, LLC's ownership history for SCHD

Plancorp, LLC currently holds 266.1K shares with a market value of $7.3M. It started holding SCHD on 2024-09-30. At its peak, it held 269.7K shares on 2025-06-30. Its highest holding value was $7.5M on 2025-03-31. At its lowest, it held 16.8K shares on 2024-09-30, with a value of $1.4M on 2024-12-31. In the recent 180 days, Plancorp, LLC has decreased its shares by 2.8K. In the recent year, Plancorp, LLC has increased its shares by 249.3K.