Simplicity Wealth,LLC's ownership history for SCHW

Simplicity Wealth,LLC currently holds 5.3K shares with a market value of $528.7K. 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 2025-06-30. At its lowest, it held 3.6K shares on 2024-09-30, with a value of $233.8K on 2024-09-30. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 5.7K. In the recent year, Simplicity Wealth,LLC has increased its shares by 220.