Morningstar Investment Management LLC's ownership history for SCHW

Morningstar Investment Management LLC currently holds 102.4K shares with a market value of $9.6M. It started holding SCHW on 2024-09-30. At its peak, it held 102.4K shares on 2026-03-31. Its highest holding value was $9.6M on 2026-03-31. At its lowest, it held 8.3K shares on 2024-12-31, with a value of $615 on 2024-12-31. In the recent 180 days, Morningstar Investment Management LLC has increased its shares by 8.7K. In the recent year, Morningstar Investment Management LLC has increased its shares by 86.7K.