Dynasty Wealth Management, LLC's ownership history for SCHW


Dynasty Wealth Management, LLC currently holds 19.8K shares with a market value of $1.9M. It started holding SCHW on 2025-03-31. At its peak, it held 20.1K shares on 2025-12-31. Its highest holding value was $2.0M on 2025-12-31. At its lowest, it held 8.9K shares on 2025-06-30, with a value of $811.6K on 2025-06-30. In the recent 180 days, Dynasty Wealth Management, LLC has increased its shares by 2.0K. In the recent year, Dynasty Wealth Management, LLC has increased its shares by 9.1K.


Dynasty Wealth Management, LLC's ownership history for SCHW