Sendero Wealth Management, LLC's ownership history for SCHW


Sendero Wealth Management, LLC currently holds 72.3K shares with a market value of $6.9M. It started holding SCHW on 2024-09-30. At its peak, it held 127.0K shares on 2024-09-30. Its highest holding value was $9.3M on 2025-03-31. At its lowest, it held 72.3K shares on 2025-09-30, with a value of $6.9M on 2025-09-30. In the recent 180 days, Sendero Wealth Management, LLC has decreased its shares by 46.5K. In the recent year, Sendero Wealth Management, LLC has decreased its shares by 54.7K.


Sendero Wealth Management, LLC's ownership history for SCHW