WCG Wealth Advisors LLC's ownership history for SCHW

WCG Wealth Advisors LLC currently holds 84.1K shares with a market value of $8.0M. It started holding SCHW on 2024-09-30. At its peak, it held 93.9K shares on 2025-06-30. Its highest holding value was $8.6M on 2025-06-30. At its lowest, it held 80.0K shares on 2024-09-30, with a value of $5.2K on 2024-09-30. In the recent 180 days, WCG Wealth Advisors LLC has increased its shares by 3.6K. In the recent year, WCG Wealth Advisors LLC has increased its shares by 4.1K.