GenTrust, LLC's ownership history for SCHW

GenTrust, LLC currently holds 163.8K shares with a market value of $15.4M. 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 $16.5M on 2025-12-31. At its lowest, it held 163.8K shares on 2026-03-31, with a value of $11.3M on 2024-09-30. In the recent 180 days, GenTrust, LLC has decreased its shares by 1.6K. In the recent year, GenTrust, LLC has decreased its shares by 10.3K.