Crown Oak Advisors, LLC's ownership history for SCHW

Crown Oak Advisors, LLC currently holds 459.6K shares with a market value of $41.9M. It started holding SCHW on 2024-09-30. At its peak, it held 459.6K shares on 2025-06-30. Its highest holding value was $41.9M on 2025-06-30. At its lowest, it held 457.4K shares on 2024-09-30, with a value of $29.6M on 2024-09-30. In the recent 180 days, Crown Oak Advisors, LLC has increased its shares by 2.1K. In the recent year, Crown Oak Advisors, LLC has increased its shares by 2.2K.