Total Wealth Planning, LLC's ownership history for SCHD

Total Wealth Planning, LLC currently holds 138.4K shares with a market value of $3.8M. It started holding SCHD on 2025-06-30. At its peak, it held 138.4K shares on 2025-09-30. Its highest holding value was $3.8M on 2025-09-30. At its lowest, it held 122.3K shares on 2025-06-30, with a value of $3.2M on 2025-06-30.