Abound Wealth Management's ownership history for SCHW

Abound Wealth Management currently holds 361 shares with a market value of $36.1K. It started holding SCHW on 2024-09-30. At its peak, it held 361 shares on 2025-12-31. Its highest holding value was $36.1K on 2025-12-31. At its lowest, it held 233 shares on 2025-03-31, with a value of $18.2K on 2025-03-31. In the recent 180 days, Abound Wealth Management has increased its shares by 96. In the recent year, Abound Wealth Management has increased its shares by 77.