MOTCO's ownership history for SCHW

MOTCO currently holds 123.2K shares with a market value of $11.8M. It started holding SCHW on 2024-09-30. At its peak, it held 126.0K shares on 2025-06-30. Its highest holding value was $12.3M on 2025-06-30. At its lowest, it held 123.2K shares on 2025-09-30, with a value of $8.0M on 2024-09-30. In the recent 180 days, MOTCO has decreased its shares by 1.3K. In the recent year, MOTCO has decreased its shares by 649.