Ridgeline Wealth Planning, LLC's ownership history for SCHD

Ridgeline Wealth Planning, LLC currently holds 14.3K shares with a market value of $389.5K. It started holding SCHD on 2024-12-31. At its peak, it held 17.5K shares on 2024-12-31. Its highest holding value was $478.8K on 2024-12-31. At its lowest, it held 14.3K shares on 2025-09-30, with a value of $389.5K on 2025-09-30. In the recent 180 days, Ridgeline Wealth Planning, LLC has decreased its shares by 2.6K.