Circle Wealth Management, LLC's ownership history for SCHW

Circle Wealth Management, LLC currently holds 10.2K shares with a market value of $971.8K. It started holding SCHW on 2024-09-30. At its peak, it held 10.2K shares on 2025-09-30. Its highest holding value was $971.8K on 2025-09-30. At its lowest, it held 7.3K shares on 2024-09-30, with a value of $472.7K on 2024-09-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 2.8K. In the recent year, Circle Wealth Management, LLC has increased its shares by 2.9K.