Bellwether Advisors, LLC's ownership history for SCHW

Bellwether Advisors, LLC currently holds 2.5K shares with a market value of $249.4K. It started holding SCHW on 2024-12-31. At its peak, it held 28.1K shares on 2025-03-31. Its highest holding value was $2.2M on 2025-03-31. At its lowest, it held 2.4K shares on 2025-06-30, with a value of $215.6K on 2025-06-30. In the recent 180 days, Bellwether Advisors, LLC has increased its shares by 133. In the recent year, Bellwether Advisors, LLC has decreased its shares by 2.3K.