Total Wealth Planning, LLC's ownership history for SCHG

Total Wealth Planning, LLC currently holds 283.6K shares with a market value of $9.0M. It started holding SCHG on 2024-09-30. At its peak, it held 313.3K shares on 2024-12-31. Its highest holding value was $9.0M on 2025-09-30. At its lowest, it held 78.3K shares on 2024-09-30, with a value of $7.5M on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 14.9K. In the recent year, Total Wealth Planning, LLC has increased its shares by 205.3K.