WorthPointe, LLC's ownership history for SCHW

WorthPointe, LLC currently holds 2.3K shares with a market value of $217.3K. It started holding SCHW on 2024-09-30. At its peak, it held 3.5K shares on 2024-09-30. Its highest holding value was $264.0K on 2025-03-31. At its lowest, it held 2.3K shares on 2025-06-30, with a value of $205.4K on 2025-06-30. In the recent 180 days, WorthPointe, LLC has decreased its shares by 1.1K. In the recent year, WorthPointe, LLC has decreased its shares by 1.2K.