Live Oak Private Wealth LLC's ownership history for SCHW

Live Oak Private Wealth LLC currently holds 218.7K shares with a market value of $20.9M. It started holding SCHW on 2024-09-30. At its peak, it held 223.3K shares on 2024-09-30. Its highest holding value was $20.9M on 2025-09-30. At its lowest, it held 218.7K shares on 2025-09-30, with a value of $14.5M on 2024-09-30. In the recent 180 days, Live Oak Private Wealth LLC has decreased its shares by 2.8K. In the recent year, Live Oak Private Wealth LLC has decreased its shares by 4.6K.