Southeast Asset Advisors, LLC's ownership history for SCHW

Southeast Asset Advisors, LLC currently holds 49.2K shares with a market value of $4.7M. It started holding SCHW on 2024-09-30. At its peak, it held 57.7K shares on 2024-09-30. Its highest holding value was $4.7M on 2025-09-30. At its lowest, it held 48.7K shares on 2025-03-31, with a value of $3.6M on 2024-12-31. In the recent 180 days, Southeast Asset Advisors, LLC has increased its shares by 537. In the recent year, Southeast Asset Advisors, LLC has decreased its shares by 8.5K.