Secure Asset Management, LLC's ownership history for SCHW

Secure Asset Management, LLC currently holds 39.7K shares with a market value of $4.0M. It started holding SCHW on 2024-09-30. At its peak, it held 39.7K shares on 2025-12-31. Its highest holding value was $4.0M on 2025-12-31. At its lowest, it held 22.8K shares on 2024-09-30, with a value of $1.5M on 2024-09-30. In the recent 180 days, Secure Asset Management, LLC has increased its shares by 10.3K. In the recent year, Secure Asset Management, LLC has increased its shares by 14.6K.