Brio Consultants, LLC's ownership history for SCHW

Brio Consultants, LLC currently holds 3.0K shares with a market value of $289.1K. It started holding SCHW on 2024-12-31. At its peak, it held 3.0K shares on 2025-09-30. Its highest holding value was $289.1K on 2025-09-30. At its lowest, it held 2.7K shares on 2024-12-31, with a value of $201.8K on 2024-12-31. In the recent 180 days, Brio Consultants, LLC has increased its shares by 302.