Greystone Financial Group, LLC's ownership history for SCHW

Greystone Financial Group, LLC currently holds 14.4K shares with a market value of $1.4M. It started holding SCHW on 2024-09-30. At its peak, it held 16.2K shares on 2024-09-30. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 14.4K shares on 2025-09-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, Greystone Financial Group, LLC has decreased its shares by 298. In the recent year, Greystone Financial Group, LLC has decreased its shares by 1.8K.