HCR Wealth Advisors's ownership history for SCHW

HCR Wealth Advisors currently holds 13.5K shares with a market value of $1.3M. It started holding SCHW on 2024-09-30. At its peak, it held 13.5K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 12.3K shares on 2025-03-31, with a value of $840.9K on 2024-09-30. In the recent 180 days, HCR Wealth Advisors has increased its shares by 1.3K. In the recent year, HCR Wealth Advisors has increased its shares by 566.