Compound Planning, Inc.'s ownership history for SCHB

Compound Planning, Inc. currently holds 657.7K shares with a market value of $17.3M. It started holding SCHB on 2024-09-30. At its peak, it held 694.2K shares on 2024-12-31. Its highest holding value was $17.3M on 2025-12-31. At its lowest, it held 163.3K shares on 2024-09-30, with a value of $10.9M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 28.3K. In the recent year, Compound Planning, Inc. has decreased its shares by 36.5K.