IBEX WEALTH ADVISORS's ownership history for SCHW

IBEX WEALTH ADVISORS currently holds 59.4K shares with a market value of $5.6M. It started holding SCHW on 2024-12-31. At its peak, it held 59.4K shares on 2026-03-31. Its highest holding value was $5.6M on 2026-03-31. At its lowest, it held 3.4K shares on 2024-12-31, with a value of $255.2K on 2024-12-31. In the recent 180 days, IBEX WEALTH ADVISORS has increased its shares by 7.5K. In the recent year, IBEX WEALTH ADVISORS has increased its shares by 55.9K.