TRANSCEND CAPITAL ADVISORS, LLC's ownership history for SCHW


TRANSCEND CAPITAL ADVISORS, LLC currently holds 7.6K shares with a market value of $728.3K. It started holding SCHW on 2024-09-30. At its peak, it held 7.6K shares on 2025-09-30. Its highest holding value was $728.3K on 2025-09-30. At its lowest, it held 2.8K shares on 2025-03-31, with a value of $219.5K on 2025-03-31. In the recent 180 days, TRANSCEND CAPITAL ADVISORS, LLC has increased its shares by 4.8K.


TRANSCEND CAPITAL ADVISORS, LLC's ownership history for SCHW