Grey Fox Wealth Advisors, LLC's ownership history for SCHW

Grey Fox Wealth Advisors, LLC currently holds 2.2K shares with a market value of $206.4K. It started holding SCHW on 2025-09-30. At its peak, it held 2.2K shares on 2026-03-31. Its highest holding value was $218.7K on 2025-12-31. At its lowest, it held 2.2K shares on 2025-09-30, with a value of $206.4K on 2026-03-31. In the recent 180 days, Grey Fox Wealth Advisors, LLC has increased its shares by 17.