Advisor OS, LLC's ownership history for SCHW

Advisor OS, LLC currently holds 5.3K shares with a market value of $501.6K. It started holding SCHW on 2025-03-31. At its peak, it held 11.1K shares on 2025-12-31. Its highest holding value was $1.1M on 2025-12-31. At its lowest, it held 4.6K shares on 2025-03-31, with a value of $359.7K on 2025-03-31. In the recent 180 days, Advisor OS, LLC has decreased its shares by 5.0K. In the recent year, Advisor OS, LLC has increased its shares by 742.