Asset Dedication, LLC's ownership history for SCHW

Asset Dedication, LLC currently holds 2.5K shares with a market value of $239.4K. It started holding SCHW on 2024-09-30. At its peak, it held 2.8K shares on 2025-06-30. Its highest holding value was $257.7K on 2025-06-30. At its lowest, it held 2.4K shares on 2024-09-30, with a value of $154.8K on 2024-09-30. In the recent 180 days, Asset Dedication, LLC has increased its shares by 17. In the recent year, Asset Dedication, LLC has increased its shares by 118.