Shira Ridge Wealth Management's ownership history for SCHW

Shira Ridge Wealth Management currently holds 11.0K shares with a market value of $1.0M. It started holding SCHW on 2024-09-30. At its peak, it held 11.0K shares on 2025-06-30. Its highest holding value was $1.0M on 2025-09-30. At its lowest, it held 11.0K shares on 2024-09-30, with a value of $711.2K on 2024-09-30. In the recent 180 days, Shira Ridge Wealth Management has increased its shares by 1. In the recent year, Shira Ridge Wealth Management has increased its shares by 2.