Mowery & Schoenfeld Wealth Management, LLC's ownership history for SCHW

Mowery & Schoenfeld Wealth Management, LLC currently holds 447 shares with a market value of $42.6K. It started holding SCHW on 2024-12-31. At its peak, it held 2.3K shares on 2025-03-31. Its highest holding value was $176.4K on 2025-03-31. At its lowest, it held 447 shares on 2025-09-30, with a value of $37.7K on 2024-12-31. In the recent 180 days, Mowery & Schoenfeld Wealth Management, LLC has decreased its shares by 1.8K.