Evergreen Wealth Solutions, LLC's ownership history for SCHW

Evergreen Wealth Solutions, LLC currently holds 3.3K shares with a market value of $305.7K. It started holding SCHW on 2025-12-31. At its peak, it held 3.3K shares on 2026-03-31. Its highest holding value was $305.7K on 2026-03-31. At its lowest, it held 2.7K shares on 2025-12-31, with a value of $270.6K on 2025-12-31.