Aureus Asset Management, LLC's ownership history for SCHW

Aureus Asset Management, LLC currently holds 622.2K shares with a market value of $59.4M. It started holding SCHW on 2024-09-30. At its peak, it held 682.1K shares on 2024-09-30. Its highest holding value was $59.6M on 2025-06-30. At its lowest, it held 622.2K shares on 2025-09-30, with a value of $44.2M on 2024-09-30. In the recent 180 days, Aureus Asset Management, LLC has decreased its shares by 42.1K. In the recent year, Aureus Asset Management, LLC has decreased its shares by 60.0K.