GenTrust, LLC's ownership history for SCHW

GenTrust, LLC currently holds 165.4K shares with a market value of $15.8M. It started holding SCHW on 2024-09-30. At its peak, it held 174.3K shares on 2025-06-30. Its highest holding value was $15.9M on 2025-06-30. At its lowest, it held 165.4K shares on 2025-09-30, with a value of $11.3M on 2024-09-30. In the recent 180 days, GenTrust, LLC has decreased its shares by 8.7K. In the recent year, GenTrust, LLC has decreased its shares by 8.6K.