Annex Advisory Services, LLC's ownership history for SCHW

Annex Advisory Services, LLC currently holds 3.3K shares with a market value of $314.8K. It started holding SCHW on 2025-06-30. At its peak, it held 3.3K shares on 2026-03-31. Its highest holding value was $314.8K on 2026-03-31. At its lowest, it held 2.2K shares on 2025-06-30, with a value of $202.8K on 2025-06-30.