GenTrust, LLC's ownership history for SCHW

GenTrust, LLC currently holds 165.3K shares with a market value of $16.5M. It started holding SCHW on 2024-09-30. At its peak, it held 174.3K shares on 2025-06-30. Its highest holding value was $16.5M on 2025-12-31. At its lowest, it held 165.3K shares on 2025-12-31, with a value of $11.3M on 2024-09-30. In the recent 180 days, GenTrust, LLC has decreased its shares by 8.9K. In the recent year, GenTrust, LLC has decreased its shares by 8.8K.