Avondale Wealth Management's ownership history for SCHW

Avondale Wealth Management currently holds 8.9K shares with a market value of $889.2K. It started holding SCHW on 2024-09-30. At its peak, it held 11.7K shares on 2024-09-30. Its highest holding value was $889.2K on 2025-12-31. At its lowest, it held 8.6K shares on 2024-12-31, with a value of $636.5K on 2024-12-31. In the recent 180 days, Avondale Wealth Management has increased its shares by 300. In the recent year, Avondale Wealth Management has increased its shares by 300.