Roundview Capital LLC's ownership history for SCHW

Roundview Capital LLC currently holds 34.9K shares with a market value of $3.3M. It started holding SCHW on 2024-09-30. At its peak, it held 100.1K shares on 2024-12-31. Its highest holding value was $7.7M on 2025-03-31. At its lowest, it held 34.9K shares on 2025-09-30, with a value of $3.2M on 2025-06-30. In the recent 180 days, Roundview Capital LLC has decreased its shares by 63.4K. In the recent year, Roundview Capital LLC has decreased its shares by 64.3K.