Segment Wealth Management, LLC's ownership history for SCHW

Segment Wealth Management, LLC currently holds 2.5K shares with a market value of $231.6K. It started holding SCHW on 2025-06-30. At its peak, it held 3.0K shares on 2025-12-31. Its highest holding value was $295.2K on 2025-12-31. At its lowest, it held 2.4K shares on 2025-06-30, with a value of $216.8K on 2025-06-30. In the recent 180 days, Segment Wealth Management, LLC has increased its shares by 88.