Beta Wealth Group, Inc.'s ownership history for SCHW

Beta Wealth Group, Inc. currently holds 5.8K shares with a market value of $554.4K. It started holding SCHW on 2024-09-30. At its peak, it held 7.0K shares on 2025-06-30. Its highest holding value was $639.4K on 2025-06-30. At its lowest, it held 5.8K shares on 2025-09-30, with a value of $447.4K on 2024-09-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 1.1K.