SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for SCHD

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 22.1K shares with a market value of $678.8K. It started holding SCHD on 2024-09-30. At its peak, it held 27.3K shares on 2025-12-31. Its highest holding value was $750.2K on 2024-09-30. At its lowest, it held 8.9K shares on 2024-09-30, with a value of $678.8K on 2026-03-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 4.7K. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 4.2K.