Allied Investment Advisors, LLC's ownership history for SCHW

Allied Investment Advisors, LLC currently holds 2.6K shares with a market value of $248.0K. It started holding SCHW on 2025-09-30. At its peak, it held 2.8K shares on 2025-09-30. Its highest holding value was $266.3K on 2025-09-30. At its lowest, it held 2.6K shares on 2025-12-31, with a value of $248.0K on 2026-03-31. In the recent 180 days, Allied Investment Advisors, LLC has decreased its shares by 150.