Broadway Wealth Solutions, Inc.'s ownership history for SCHW

Broadway Wealth Solutions, Inc. currently holds 3.7K shares with a market value of $349.9K. It started holding SCHW on 2024-12-31. At its peak, it held 4.1K shares on 2024-12-31. Its highest holding value was $349.9K on 2025-09-30. At its lowest, it held 3.5K shares on 2025-06-30, with a value of $301.8K on 2024-12-31. In the recent 180 days, Broadway Wealth Solutions, Inc. has decreased its shares by 194.