Forum Financial Management, LP's ownership history for SCHW

Forum Financial Management, LP currently holds 20.7K shares with a market value of $2.0M. It started holding SCHW on 2024-09-30. At its peak, it held 20.7K shares on 2025-09-30. Its highest holding value was $2.0M on 2025-09-30. At its lowest, it held 17.3K shares on 2024-09-30, with a value of $1.1M on 2024-09-30. In the recent 180 days, Forum Financial Management, LP has increased its shares by 3.0K. In the recent year, Forum Financial Management, LP has increased its shares by 3.4K.