Finer Wealth Management, Inc.'s ownership history for SCHW

Finer Wealth Management, Inc. currently holds 32.0K shares with a market value of $3.1M. It started holding SCHW on 2024-09-30. At its peak, it held 32.0K shares on 2025-09-30. Its highest holding value was $3.1M on 2025-09-30. At its lowest, it held 27.2K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, Finer Wealth Management, Inc. has increased its shares by 1.3K. In the recent year, Finer Wealth Management, Inc. has increased its shares by 4.8K.