Trajan Wealth LLC's ownership history for SCHW

Trajan Wealth LLC currently holds 111.7K shares with a market value of $10.7M. It started holding SCHW on 2024-09-30. At its peak, it held 111.7K shares on 2025-09-30. Its highest holding value was $10.7M on 2025-09-30. At its lowest, it held 58.2K shares on 2024-09-30, with a value of $3.8M on 2024-09-30. In the recent 180 days, Trajan Wealth LLC has increased its shares by 39.1K. In the recent year, Trajan Wealth LLC has increased its shares by 53.4K.