EverSource Wealth Advisors, LLC's ownership history for SCHW

EverSource Wealth Advisors, LLC currently holds 54.1K shares with a market value of $11.5M. It started holding SCHW on 2024-09-30. At its peak, it held 54.1K shares on 2026-03-31. Its highest holding value was $11.5M on 2026-03-31. At its lowest, it held 12.7K shares on 2025-03-31, with a value of $997.0K on 2025-03-31. In the recent 180 days, EverSource Wealth Advisors, LLC has increased its shares by 37.2K. In the recent year, EverSource Wealth Advisors, LLC has increased its shares by 41.3K.