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

Next Level Wealth Planning, LLC currently holds 451.5K shares with a market value of $14.7M. It started holding SCHG on 2024-12-31. At its peak, it held 451.5K shares on 2025-12-31. Its highest holding value was $14.7M on 2025-12-31. At its lowest, it held 370.1K shares on 2024-12-31, with a value of $9.7M on 2025-03-31. In the recent 180 days, Next Level Wealth Planning, LLC has increased its shares by 27.4K. In the recent year, Next Level Wealth Planning, LLC has increased its shares by 81.4K.