Venturi Wealth Management, LLC's ownership history for SCHW

Venturi Wealth Management, LLC currently holds 3.7K shares with a market value of $355.0K. It started holding SCHW on 2024-09-30. At its peak, it held 3.7K shares on 2025-09-30. Its highest holding value was $355.0K on 2025-09-30. 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 3.1K.