WealthPlan Investment Management, LLC's ownership history for SCHW

WealthPlan Investment Management, LLC currently holds 28.8K shares with a market value of $2.7M. It started holding SCHW on 2024-09-30. At its peak, it held 28.8K shares on 2026-03-31. Its highest holding value was $2.7M on 2026-03-31. At its lowest, it held 3.4K shares on 2025-03-31, with a value of $258.1K on 2024-12-31. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 23.5K. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 25.5K.