United Asset Strategies, Inc.'s ownership history for SCHW

United Asset Strategies, Inc. currently holds 196.6K shares with a market value of $18.5M. It started holding SCHW on 2024-09-30. At its peak, it held 196.6K shares on 2026-03-31. Its highest holding value was $18.9M on 2025-12-31. At its lowest, it held 185.7K shares on 2024-09-30, with a value of $12.0M on 2024-09-30. In the recent 180 days, United Asset Strategies, Inc. has increased its shares by 6.1K. In the recent year, United Asset Strategies, Inc. has increased its shares by 4.1K.