Klingman & Associates, LLC's ownership history for SCHW

Klingman & Associates, LLC currently holds 8.2K shares with a market value of $782.8K. It started holding SCHW on 2024-09-30. At its peak, it held 8.5K shares on 2025-06-30. Its highest holding value was $782.8K on 2025-09-30. At its lowest, it held 4.0K shares on 2024-09-30, with a value of $256.5K on 2024-09-30. In the recent 180 days, Klingman & Associates, LLC has increased its shares by 2.4K.