BEACON FINANCIAL GROUP's ownership history for SCHW

BEACON FINANCIAL GROUP currently holds 32.3K shares with a market value of $3.1M. It started holding SCHW on 2024-09-30. At its peak, it held 33.2K shares on 2024-09-30. Its highest holding value was $3.1M on 2025-09-30. At its lowest, it held 32.2K shares on 2025-06-30, with a value of $2.2M on 2024-09-30. In the recent 180 days, BEACON FINANCIAL GROUP has increased its shares by 51. In the recent year, BEACON FINANCIAL GROUP has decreased its shares by 862.