Octavia Wealth Advisors, LLC's ownership history for SCHW

Octavia Wealth Advisors, LLC currently holds 5.4K shares with a market value of $520.1K. It started holding SCHW on 2024-09-30. At its peak, it held 7.4K shares on 2024-09-30. Its highest holding value was $520.1K on 2025-09-30. At its lowest, it held 5.4K shares on 2025-09-30, with a value of $481.3K on 2024-09-30. In the recent 180 days, Octavia Wealth Advisors, LLC has decreased its shares by 826. In the recent year, Octavia Wealth Advisors, LLC has decreased its shares by 2.0K.