Marshall & Sterling Wealth Advisors Inc.'s ownership history for SCHW

Marshall & Sterling Wealth Advisors Inc. currently holds 3.0K shares with a market value of $279.8K. It started holding SCHW on 2024-12-31. At its peak, it held 3.6K shares on 2025-06-30. Its highest holding value was $331.5K on 2025-12-31. At its lowest, it held 1.5K shares on 2024-12-31, with a value of $110.0K on 2024-12-31. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 358. In the recent year, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 451.