Cassaday & Co Wealth Management LLC's ownership history for SCHW

Cassaday & Co Wealth Management LLC currently holds 8.2K shares with a market value of $766.9K. It started holding SCHW on 2024-09-30. At its peak, it held 8.2K shares on 2026-03-31. Its highest holding value was $766.9K on 2026-03-31. At its lowest, it held 4.5K shares on 2024-09-30, with a value of $291.6K on 2024-09-30. In the recent 180 days, Cassaday & Co Wealth Management LLC has increased its shares by 1.6K. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 1.9K.