HB Wealth Management, LLC's ownership history for SCHW

HB Wealth Management, LLC currently holds 64.3K shares with a market value of $6.0M. It started holding SCHW on 2024-09-30. At its peak, it held 64.3K shares on 2026-03-31. Its highest holding value was $6.0M on 2026-03-31. 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 8.0K. In the recent year, HB Wealth Management, LLC has increased its shares by 11.4K.