Venturi Wealth Management, LLC's ownership history for SCHW

Venturi Wealth Management, LLC currently holds 174.4K shares with a market value of $16.4M. It started holding SCHW on 2024-09-30. At its peak, it held 174.4K shares on 2026-03-31. Its highest holding value was $16.4M on 2026-03-31. At its lowest, it held 607 shares on 2024-09-30, with a value of $39.3K on 2024-09-30. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 170.7K. In the recent year, Venturi Wealth Management, LLC has increased its shares by 173.8K.