Martel Wealth Advisors Inc's ownership history for SCHW

Martel Wealth Advisors Inc currently holds 3.0K shares with a market value of $286.4K. It started holding SCHW on 2024-12-31. At its peak, it held 3.0K shares on 2024-12-31. Its highest holding value was $286.4K on 2025-09-30. At its lowest, it held 3.0K shares on 2024-12-31, with a value of $222.0K on 2024-12-31. In the recent 180 days, Martel Wealth Advisors Inc has increased its shares by 0.