Secure Asset Management, LLC's ownership history for SCHW

Secure Asset Management, LLC currently holds 38.6K shares with a market value of $3.6M. It started holding SCHW on 2024-09-30. At its peak, it held 38.6K shares on 2025-09-30. Its highest holding value was $3.6M on 2025-09-30. 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 8.6K. In the recent year, Secure Asset Management, LLC has increased its shares by 15.8K.