Mason & Associates Inc's ownership history for SCHW

Mason & Associates Inc currently holds 5.8K shares with a market value of $538.3K. It started holding SCHW on 2024-09-30. At its peak, it held 6.2K shares on 2024-09-30. Its highest holding value was $584.9K on 2025-12-31. At its lowest, it held 5.8K shares on 2026-03-31, with a value of $404.0K on 2024-09-30. In the recent 180 days, Mason & Associates Inc has decreased its shares by 148. In the recent year, Mason & Associates Inc has decreased its shares by 448.