Whipplewood Advisors, LLC's ownership history for SCHW

Whipplewood Advisors, LLC currently holds 229 shares with a market value of $21.5K. It started holding SCHW on 2024-12-31. At its peak, it held 23.1K shares on 2025-03-31. Its highest holding value was $53.8K on 2025-03-31. At its lowest, it held 5 shares on 2025-12-31, with a value of $500 on 2025-12-31. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 242. In the recent year, Whipplewood Advisors, LLC has decreased its shares by 394.