Waterloo Capital, L.P.'s ownership history for SCHW

Waterloo Capital, L.P. currently holds 5.3K shares with a market value of $504.5K. It started holding SCHW on 2024-12-31. At its peak, it held 6.1K shares on 2025-06-30. Its highest holding value was $553.1K on 2025-06-30. At its lowest, it held 2.9K shares on 2024-12-31, with a value of $211.4K on 2024-12-31. In the recent 180 days, Waterloo Capital, L.P. has decreased its shares by 122.