KINGSWOOD WEALTH ADVISORS, LLC's ownership history for SCHW
KINGSWOOD WEALTH ADVISORS, LLC currently holds 7.3K shares with a market value of $695.5K. It started holding SCHW on 2024-09-30. At its peak, it held 13.3K shares on 2024-09-30. Its highest holding value was $861.5K on 2024-09-30. At its lowest, it held 5.4K shares on 2025-03-31, with a value of $412.1K on 2024-12-31. In the recent 180 days, KINGSWOOD WEALTH ADVISORS, LLC has increased its shares by 1.9K. In the recent year, KINGSWOOD WEALTH ADVISORS, LLC has decreased its shares by 6.0K.
KINGSWOOD WEALTH ADVISORS, LLC's ownership history for SCHW