SAX WEALTH ADVISORS, LLC's ownership history for SCHW

SAX WEALTH ADVISORS, LLC currently holds 9.1K shares with a market value of $909.2K. It started holding SCHW on 2024-09-30. At its peak, it held 9.4K shares on 2025-09-30. Its highest holding value was $909.2K on 2025-12-31. At its lowest, it held 6.3K shares on 2024-12-31, with a value of $437.0K on 2024-09-30. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 306. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 2.8K.