Asset Planning,Inc's ownership history for SCHW

Asset Planning,Inc currently holds 1.3K shares with a market value of $128.4K. It started holding SCHW on 2024-12-31. At its peak, it held 1.3K shares on 2025-06-30. Its highest holding value was $128.4K on 2025-09-30. At its lowest, it held 1.3K shares on 2024-12-31, with a value of $99.4K on 2024-12-31. In the recent 180 days, Asset Planning,Inc has increased its shares by 1.