Westshore Wealth, LLC's ownership history for SCHW

Westshore Wealth, LLC currently holds 3.5K shares with a market value of $336.8K. It started holding SCHW on 2024-03-31. At its peak, it held 3.9K shares on 2024-03-31. Its highest holding value was $342.3K on 2025-06-30. At its lowest, it held 3.5K shares on 2025-09-30, with a value of $245.1K on 2024-09-30. In the recent 180 days, Westshore Wealth, LLC has decreased its shares by 224. In the recent year, Westshore Wealth, LLC has decreased its shares by 254.