Clearstead Advisors, LLC's ownership history for SCHW

Clearstead Advisors, LLC currently holds 241.1K shares with a market value of $23.0M. It started holding SCHW on 2024-09-30. At its peak, it held 241.1K shares on 2025-09-30. Its highest holding value was $23.0M on 2025-09-30. At its lowest, it held 223.5K shares on 2025-03-31, with a value of $14.5M on 2024-09-30. In the recent 180 days, Clearstead Advisors, LLC has increased its shares by 17.7K. In the recent year, Clearstead Advisors, LLC has increased its shares by 17.5K.