Investments & Financial Planning, LLC's ownership history for SCHG

Investments & Financial Planning, LLC currently holds 13.4K shares with a market value of $390.1K. It started holding SCHG on 2024-09-30. At its peak, it held 13.4K shares on 2026-03-31. Its highest holding value was $390.1K on 2026-03-31. At its lowest, it held 2.4K shares on 2024-09-30, with a value of $236.8K on 2025-03-31. In the recent 180 days, Investments & Financial Planning, LLC has increased its shares by 4.1K. In the recent year, Investments & Financial Planning, LLC has increased its shares by 3.9K.