SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's ownership history for SCHW

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC currently holds 4.8K shares with a market value of $448.6K. It started holding SCHW on 2024-09-30. At its peak, it held 6.8K shares on 2025-03-31. Its highest holding value was $592.1K on 2025-06-30. At its lowest, it held 4.2K shares on 2025-09-30, with a value of $404.2K on 2025-09-30. In the recent 180 days, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has increased its shares by 541. In the recent year, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has decreased its shares by 2.1K.