Trace Wealth Advisors, LLC's ownership history for SCHW

Trace Wealth Advisors, LLC currently holds 5.2K shares with a market value of $496.4K. It started holding SCHW on 2024-12-31. At its peak, it held 5.2K shares on 2024-12-31. Its highest holding value was $496.4K on 2025-09-30. At its lowest, it held 5.2K shares on 2024-12-31, with a value of $384.9K on 2024-12-31. In the recent 180 days, Trace Wealth Advisors, LLC has increased its shares by 0.