American Trust Investment Advisors, LLC's ownership history for SCHW

American Trust Investment Advisors, LLC currently holds 51.5K shares with a market value of $4.8M. It started holding SCHW on 2024-09-30. At its peak, it held 69.4K shares on 2025-03-31. Its highest holding value was $5.4M on 2025-03-31. At its lowest, it held 49.9K shares on 2025-09-30, with a value of $4.1M on 2024-09-30. In the recent 180 days, American Trust Investment Advisors, LLC has increased its shares by 1.5K. In the recent year, American Trust Investment Advisors, LLC has decreased its shares by 17.9K.