Summit Trail Advisors, LLC's ownership history for SCHW

Summit Trail Advisors, LLC currently holds 188.4K shares with a market value of $18.0M. It started holding SCHW on 2024-09-30. At its peak, it held 188.4K shares on 2025-09-30. Its highest holding value was $18.0M on 2025-09-30. 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 121.1K.