Center for Financial Planning, Inc.'s ownership history for SCHW

Center for Financial Planning, Inc. currently holds 1.0K shares with a market value of $95.9K. It started holding SCHW on 2024-09-30. At its peak, it held 1.0K shares on 2025-09-30. Its highest holding value was $103.9K on 2025-12-31. At its lowest, it held 20 shares on 2024-12-31, with a value of $1.5K on 2024-12-31. In the recent 180 days, Center for Financial Planning, Inc. has decreased its shares by 20. In the recent year, Center for Financial Planning, Inc. has increased its shares by 1.0K.