Strata Wealth Advisors, LLC's ownership history for SCHW

Strata Wealth Advisors, LLC currently holds 31.8K shares with a market value of $3.0M. It started holding SCHW on 2024-09-30. At its peak, it held 32.8K shares on 2024-12-31. Its highest holding value was $3.0M on 2025-09-30. At its lowest, it held 31.8K shares on 2025-03-31, with a value of $2.1M on 2024-09-30. In the recent 180 days, Strata Wealth Advisors, LLC has increased its shares by 53. In the recent year, Strata Wealth Advisors, LLC has decreased its shares by 967.