Next Level Wealth Planning, LLC's ownership history for SCHD

Next Level Wealth Planning, LLC currently holds 430.9K shares with a market value of $11.8M. It started holding SCHD on 2024-12-31. At its peak, it held 430.9K shares on 2025-12-31. Its highest holding value was $11.8M on 2025-12-31. At its lowest, it held 327.2K shares on 2024-12-31, with a value of $8.9M on 2024-12-31. In the recent 180 days, Next Level Wealth Planning, LLC has increased its shares by 47.7K. In the recent year, Next Level Wealth Planning, LLC has increased its shares by 103.7K.