Ulland Investment Advisors, LLC's ownership history for SCHW

Ulland Investment Advisors, LLC currently holds 1.9K shares with a market value of $182. It started holding SCHW on 2024-09-30. At its peak, it held 2.2K shares on 2025-03-31. Its highest holding value was $207 on 2025-09-30. At its lowest, it held 1.9K shares on 2025-12-31, with a value of $141 on 2024-09-30. In the recent 180 days, Ulland Investment Advisors, LLC has decreased its shares by 230. In the recent year, Ulland Investment Advisors, LLC has decreased its shares by 309.