Allen Mooney & Barnes Investment Advisors LLC's ownership history for SCHW

Allen Mooney & Barnes Investment Advisors LLC currently holds 150.8K shares with a market value of $14.2M. It started holding SCHW on 2024-09-30. At its peak, it held 183.5K shares on 2025-03-31. Its highest holding value was $16.6M on 2025-06-30. At its lowest, it held 145.9K shares on 2025-09-30, with a value of $11.5M on 2024-09-30. In the recent 180 days, Allen Mooney & Barnes Investment Advisors LLC has increased its shares by 4.9K. In the recent year, Allen Mooney & Barnes Investment Advisors LLC has decreased its shares by 32.7K.