Lebenthal Global Advisors, LLC's ownership history for SCHW

Lebenthal Global Advisors, LLC currently holds 19.9K shares with a market value of $1.9M. It started holding SCHW on 2024-09-30. At its peak, it held 21.3K shares on 2024-12-31. Its highest holding value was $1.9M on 2025-09-30. At its lowest, it held 16.6K shares on 2024-09-30, with a value of $1.1M on 2024-09-30. In the recent 180 days, Lebenthal Global Advisors, LLC has decreased its shares by 179. In the recent year, Lebenthal Global Advisors, LLC has increased its shares by 3.3K.

It has also owned 10 contracts of calls, with the market value of the underlying securities totaling $95.5K on 2025-09-30. At its peak, it held 10 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $95.5K on 2025-09-30. At its lowest, it held 10 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $95.5K on 2025-09-30.