USA FINANCIAL FORMULAS's ownership history for SCHW

USA FINANCIAL FORMULAS currently holds 5.3K shares with a market value of $528.5K. It started holding SCHW on 2025-06-30. At its peak, it held 9.9K shares on 2025-06-30. Its highest holding value was $900.0K on 2025-06-30. At its lowest, it held 5.3K shares on 2025-12-31, with a value of $528.5K on 2025-12-31. In the recent 180 days, USA FINANCIAL FORMULAS has decreased its shares by 4.6K.