Grassi Investment Management's ownership history for SCHW

Grassi Investment Management currently holds 117.0K shares with a market value of $10.7K. It started holding SCHW on 2024-09-30. At its peak, it held 119.6K shares on 2024-09-30. Its highest holding value was $10.7K on 2025-06-30. At its lowest, it held 117.0K shares on 2025-06-30, with a value of $7.8K on 2024-09-30. In the recent 180 days, Grassi Investment Management has decreased its shares by 1.7K.