United Financial Planning Group LLC's ownership history for SCHW

United Financial Planning Group LLC currently holds 75 shares with a market value of $7.0K. It started holding SCHW on 2025-09-30. At its peak, it held 75 shares on 2025-09-30. Its highest holding value was $7.5K on 2025-12-31. At its lowest, it held 75 shares on 2025-09-30, with a value of $7.0K on 2026-03-31. In the recent 180 days, United Financial Planning Group LLC has increased its shares by 0.