Perennial Investment Advisors, LLC's ownership history for SCHW

Perennial Investment Advisors, LLC currently holds 3.3K shares with a market value of $317.4K. It started holding SCHW on 2024-09-30. At its peak, it held 3.7K shares on 2025-06-30. Its highest holding value was $337.2K on 2025-06-30. At its lowest, it held 3.1K shares on 2024-12-31, with a value of $209.5K on 2024-09-30. In the recent 180 days, Perennial Investment Advisors, LLC has increased its shares by 52. In the recent year, Perennial Investment Advisors, LLC has increased its shares by 93.