Moss Adams Wealth Advisors LLC's ownership history for SCHW

Moss Adams Wealth Advisors LLC currently holds 4.8K shares with a market value of $456.9K. It started holding SCHW on 2024-12-31. At its peak, it held 4.8K shares on 2025-09-30. Its highest holding value was $456.9K on 2025-09-30. At its lowest, it held 3.4K shares on 2024-12-31, with a value of $252.5K on 2024-12-31. In the recent 180 days, Moss Adams Wealth Advisors LLC has increased its shares by 229.