Stonegate Investment Group, LLC's ownership history for SCHW

Stonegate Investment Group, LLC currently holds 4.2K shares with a market value of $397.9K. It started holding SCHW on 2024-12-31. At its peak, it held 5.3K shares on 2025-06-30. Its highest holding value was $481.5K on 2025-06-30. At its lowest, it held 2.9K shares on 2025-03-31, with a value of $223.9K on 2024-12-31. In the recent 180 days, Stonegate Investment Group, LLC has increased its shares by 1.3K.