Aspetuck Financial Management LLC's ownership history for SCHW

Aspetuck Financial Management LLC currently holds 6.7K shares with a market value of $631.6K. It started holding SCHW on 2024-12-31. At its peak, it held 7.0K shares on 2024-12-31. Its highest holding value was $655.1K on 2025-12-31. At its lowest, it held 6.6K shares on 2025-09-30, with a value of $520.1K on 2024-12-31. In the recent 180 days, Aspetuck Financial Management LLC has increased its shares by 169. In the recent year, Aspetuck Financial Management LLC has decreased its shares by 156.