Beverly Hills Private Wealth, LLC's ownership history for SCHW

Beverly Hills Private Wealth, LLC currently holds 104.5K shares with a market value of $10.0M. It started holding SCHW on 2024-09-30. At its peak, it held 104.5K shares on 2025-09-30. Its highest holding value was $10.0M on 2025-09-30. At its lowest, it held 79.5K shares on 2024-09-30, with a value of $5.2M on 2024-09-30. In the recent 180 days, Beverly Hills Private Wealth, LLC has increased its shares by 10.6K. In the recent year, Beverly Hills Private Wealth, LLC has increased its shares by 25.0K.

It has also owned 29 contracts of calls, with the market value of the underlying securities totaling $276.9K on 2025-03-31. At its peak, it held 29 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $276.9K on 2025-09-30. At its lowest, it held 29 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $227.0K on 2025-03-31. In the recent 180 days, Beverly Hills Private Wealth, LLC has increased its holdings by 0 contracts.