Simplicity Wealth,LLC's ownership history for SCHW

Simplicity Wealth,LLC currently holds 6.2K shares with a market value of $582.3K. 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 increased its shares by 2.2K. In the recent year, Simplicity Wealth,LLC has increased its shares by 1.5K.