Advisor OS, LLC's ownership history for SCHW

Advisor OS, LLC currently holds 10.4K shares with a market value of $989.5K. It started holding SCHW on 2025-03-31. At its peak, it held 10.4K shares on 2025-09-30. Its highest holding value was $989.5K on 2025-09-30. At its lowest, it held 4.6K shares on 2025-03-31, with a value of $359.7K on 2025-03-31. In the recent 180 days, Advisor OS, LLC has increased its shares by 5.8K.