Crestwood Advisors Group, LLC's ownership history for SCHW

Crestwood Advisors Group, LLC currently holds 132.1K shares with a market value of $12.6M. It started holding SCHW on 2024-09-30. At its peak, it held 666.3K shares on 2024-09-30. Its highest holding value was $50.2M on 2025-03-31. At its lowest, it held 132.1K shares on 2025-09-30, with a value of $12.4M on 2025-06-30. In the recent 180 days, Crestwood Advisors Group, LLC has decreased its shares by 508.8K. In the recent year, Crestwood Advisors Group, LLC has decreased its shares by 534.2K.