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

Investments & Financial Planning, LLC currently holds 11.9K shares with a market value of $387.7K. It started holding SCHG on 2024-09-30. At its peak, it held 11.9K shares on 2025-12-31. Its highest holding value was $387.7K on 2025-12-31. 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 2.5K. In the recent year, Investments & Financial Planning, LLC has increased its shares by 2.4K.