Dakota Wealth Management's ownership history for SCHW

Dakota Wealth Management currently holds 28.5K shares with a market value of $2.7M. It started holding SCHW on 2024-09-30. At its peak, it held 50.4K shares on 2025-06-30. Its highest holding value was $4.6M on 2025-06-30. At its lowest, it held 28.5K shares on 2026-03-31, with a value of $2.6M on 2024-09-30. In the recent 180 days, Dakota Wealth Management has decreased its shares by 8.2K. In the recent year, Dakota Wealth Management has decreased its shares by 15.1K.