Chesley Taft & Associates LLC's ownership history for SCHW

Chesley Taft & Associates LLC currently holds 23.2K shares with a market value of $2.2M. It started holding SCHW on 2024-09-30. At its peak, it held 23.6K shares on 2025-06-30. Its highest holding value was $2.3M on 2025-12-31. At its lowest, it held 22.9K shares on 2025-03-31, with a value of $1.5M on 2024-09-30. In the recent 180 days, Chesley Taft & Associates LLC has decreased its shares by 370. In the recent year, Chesley Taft & Associates LLC has increased its shares by 366.