Ridgeline Wealth Planning, LLC's ownership history for SCHD

Ridgeline Wealth Planning, LLC currently holds 13.0K shares with a market value of $357.2K. It started holding SCHD on 2024-12-31. At its peak, it held 17.5K shares on 2024-12-31. Its highest holding value was $478.8K on 2024-12-31. At its lowest, it held 13.0K shares on 2025-12-31, with a value of $357.2K on 2025-12-31. In the recent 180 days, Ridgeline Wealth Planning, LLC has decreased its shares by 2.3K. In the recent year, Ridgeline Wealth Planning, LLC has decreased its shares by 4.5K.