Bison Wealth, LLC's ownership history for SCHW

Bison Wealth, LLC currently holds 3.6K shares with a market value of $332.4K. It started holding SCHW on 2025-06-30. At its peak, it held 4.1K shares on 2025-12-31. Its highest holding value was $385.7K on 2025-12-31. At its lowest, it held 3.3K shares on 2025-06-30, with a value of $301.6K on 2025-06-30. In the recent 180 days, Bison Wealth, LLC has increased its shares by 26.