PLANNING DIRECTIONS INC's ownership history for SCHD

PLANNING DIRECTIONS INC currently holds 1.3M shares with a market value of $36.9M. It started holding SCHD on 2024-12-31. At its peak, it held 1.4M shares on 2025-09-30. Its highest holding value was $37.2M on 2025-09-30. At its lowest, it held 1.2M shares on 2024-12-31, with a value of $31.7M on 2024-12-31. In the recent 180 days, PLANNING DIRECTIONS INC has increased its shares by 37.4K. In the recent year, PLANNING DIRECTIONS INC has increased its shares by 183.5K.