Summit Trail Advisors, LLC's ownership history for SCHW

Summit Trail Advisors, LLC currently holds 210.3K shares with a market value of $19.8M. It started holding SCHW on 2024-09-30. At its peak, it held 210.3K shares on 2026-03-31. Its highest holding value was $19.8M on 2026-03-31. At its lowest, it held 67.4K shares on 2024-09-30, with a value of $4.4M on 2024-09-30. In the recent 180 days, Summit Trail Advisors, LLC has increased its shares by 21.9K. In the recent year, Summit Trail Advisors, LLC has increased its shares by 143.0K.