Stonebridge Financial Planning Group, LLC's ownership history for SCHD

Stonebridge Financial Planning Group, LLC currently holds 90.1K shares with a market value of $2.5M. It started holding SCHD on 2024-09-30. At its peak, it held 93.1K shares on 2024-12-31. Its highest holding value was $2.6M on 2025-03-31. At its lowest, it held 25.3K shares on 2024-09-30, with a value of $2.1M on 2024-09-30. In the recent 180 days, Stonebridge Financial Planning Group, LLC has decreased its shares by 2.3K. In the recent year, Stonebridge Financial Planning Group, LLC has increased its shares by 64.8K.