BlackDiamond Wealth Management, LLC's ownership history for SCHW

BlackDiamond Wealth Management, LLC currently holds 3.4K shares with a market value of $321.6K. It started holding SCHW on 2024-09-30. At its peak, it held 3.9K shares on 2024-09-30. Its highest holding value was $367.0K on 2025-12-31. At its lowest, it held 2.8K shares on 2025-03-31, with a value of $237.4K on 2025-03-31. In the recent 180 days, BlackDiamond Wealth Management, LLC has increased its shares by 134. In the recent year, BlackDiamond Wealth Management, LLC has increased its shares by 612.