BELLEVUE ASSET MANAGEMENT, LLC's ownership history for SCHW


BELLEVUE ASSET MANAGEMENT, LLC currently holds 294 shares with a market value of $27.7K. It started holding SCHW on 2024-09-30. At its peak, it held 294 shares on 2026-03-31. Its highest holding value was $29.4K on 2025-12-31. At its lowest, it held 291 shares on 2024-09-30, with a value of $18.9K on 2024-09-30. In the recent 180 days, BELLEVUE ASSET MANAGEMENT, LLC has increased its shares by 1. In the recent year, BELLEVUE ASSET MANAGEMENT, LLC has increased its shares by 3.


BELLEVUE ASSET MANAGEMENT, LLC's ownership history for SCHW