W.G. Shaheen & Associates DBA Whitney & Co's ownership history for SCHW

W.G. Shaheen & Associates DBA Whitney & Co currently holds 252.2K shares with a market value of $23.7M. It started holding SCHW on 2024-09-30. At its peak, it held 282.1K shares on 2024-12-31. Its highest holding value was $24.9M on 2025-12-31. At its lowest, it held 237.0K shares on 2025-03-31, with a value of $18.2M on 2024-09-30. In the recent 180 days, W.G. Shaheen & Associates DBA Whitney & Co has increased its shares by 13.8K. In the recent year, W.G. Shaheen & Associates DBA Whitney & Co has increased its shares by 15.2K.