Pathstone Holdings, LLC's ownership history for SCHW

Pathstone Holdings, LLC currently holds 197.2K shares with a market value of $18.8M. It started holding SCHW on 2024-09-30. At its peak, it held 258.7K shares on 2025-03-31. Its highest holding value was $20.2M on 2025-03-31. At its lowest, it held 154.8K shares on 2024-12-31, with a value of $11.5M on 2024-12-31. In the recent 180 days, Pathstone Holdings, LLC has decreased its shares by 61.5K. In the recent year, Pathstone Holdings, LLC has increased its shares by 6.6K.