HB Wealth Management, LLC's ownership history for SCHW

HB Wealth Management, LLC currently holds 56.4K shares with a market value of $5.4M. It started holding SCHW on 2024-09-30. At its peak, it held 56.4K shares on 2025-09-30. Its highest holding value was $5.4M on 2025-09-30. At its lowest, it held 42.8K shares on 2025-06-30, with a value of $3.1M on 2024-09-30. In the recent 180 days, HB Wealth Management, LLC has increased its shares by 3.4K. In the recent year, HB Wealth Management, LLC has increased its shares by 9.2K.