Summit Financial Wealth Advisors, LLC's ownership history for SCHW

Summit Financial Wealth Advisors, LLC currently holds 2.3K shares with a market value of $215.7K. It started holding SCHW on 2025-09-30. At its peak, it held 2.3K shares on 2025-09-30. Its highest holding value was $215.7K on 2025-09-30. At its lowest, it held 2.3K shares on 2025-09-30, with a value of $215.7K on 2025-09-30.