Westmount Partners, LLC's ownership history for SCHW

Westmount Partners, LLC currently holds 4.7K shares with a market value of $464.8K. It started holding SCHW on 2022-12-31. At its peak, it held 10.7K shares on 2023-09-30. Its highest holding value was $727.1K on 2024-06-30. At its lowest, it held 4.6K shares on 2025-06-30, with a value of $364.1K on 2025-03-31. In the recent 180 days, Westmount Partners, LLC has increased its shares by 20. In the recent year, Westmount Partners, LLC has decreased its shares by 5.0K.