Avior Wealth Management, LLC's ownership history for SCHW

Avior Wealth Management, LLC currently holds 20.6K shares with a market value of $2.0M. It started holding SCHW on 2024-09-30. At its peak, it held 29.8K shares on 2024-09-30. Its highest holding value was $2.1M on 2025-06-30. At its lowest, it held 5.0K shares on 2025-03-31, with a value of $389.1K on 2025-03-31. In the recent 180 days, Avior Wealth Management, LLC has increased its shares by 15.6K. In the recent year, Avior Wealth Management, LLC has decreased its shares by 9.2K.