Unify Financial Advisors's ownership history for SCHW

Unify Financial Advisors currently holds 5.6K shares with a market value of $520.0K. It started holding SCHW on 2025-12-31. At its peak, it held 5.6K shares on 2026-03-31. Its highest holding value was $550.6K on 2025-12-31. At its lowest, it held 5.5K shares on 2025-12-31, with a value of $520.0K on 2026-06-30. In the recent 180 days, Unify Financial Advisors has increased its shares by 125.