WFA of San Diego, LLC's ownership history for SCHW

WFA of San Diego, LLC currently holds 1.5K shares with a market value of $144.9K. It started holding SCHW on 2024-09-30. At its peak, it held 1.7K shares on 2025-06-30. Its highest holding value was $173.4K on 2025-12-31. At its lowest, it held 1.5K shares on 2026-03-31, with a value of $103.8K on 2024-09-30. In the recent 180 days, WFA of San Diego, LLC has decreased its shares by 194. In the recent year, WFA of San Diego, LLC has decreased its shares by 60.