PDS Planning, Inc's ownership history for SCHW

PDS Planning, Inc currently holds 10.2K shares with a market value of $975.7K. It started holding SCHW on 2024-09-30. At its peak, it held 10.2K shares on 2025-09-30. Its highest holding value was $975.7K on 2025-09-30. At its lowest, it held 7.7K shares on 2024-09-30, with a value of $499.6K on 2024-09-30. In the recent 180 days, PDS Planning, Inc has increased its shares by 838. In the recent year, PDS Planning, Inc has increased its shares by 2.5K.