Glass Jacobson Investment Advisors llc's ownership history for SCHW

Glass Jacobson Investment Advisors llc currently holds 501 shares with a market value of $47.1K. It started holding SCHW on 2024-09-30. At its peak, it held 616 shares on 2024-09-30. Its highest holding value was $50.0K on 2025-12-31. At its lowest, it held 500 shares on 2025-06-30, with a value of $39.9K on 2024-09-30. In the recent 180 days, Glass Jacobson Investment Advisors llc has increased its shares by 1. In the recent year, Glass Jacobson Investment Advisors llc has decreased its shares by 115.