Whelan Financial's ownership history for SCHW

Whelan Financial currently holds 14.0K shares with a market value of $1.3M. It started holding SCHW on 2025-03-31. At its peak, it held 14.0K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 5.9K shares on 2025-03-31, with a value of $462.3K on 2025-03-31. In the recent 180 days, Whelan Financial has increased its shares by 8.1K.