Addison Advisors LLC's ownership history for SCHW

Addison Advisors LLC currently holds 5.5K shares with a market value of $520.8K. It started holding SCHW on 2024-09-30. At its peak, it held 5.5K shares on 2025-03-31. Its highest holding value was $520.8K on 2025-09-30. At its lowest, it held 5.5K shares on 2025-06-30, with a value of $353.9K on 2024-09-30. In the recent 180 days, Addison Advisors LLC has decreased its shares by 20. In the recent year, Addison Advisors LLC has decreased its shares by 5.