Greystone Financial Group, LLC's ownership history for SCHW

Greystone Financial Group, LLC currently holds 3.1K shares with a market value of $288.0K. It started holding SCHW on 2024-09-30. At its peak, it held 16.2K shares on 2024-09-30. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 3.1K shares on 2026-03-31, with a value of $288.0K on 2026-03-31. In the recent 180 days, Greystone Financial Group, LLC has decreased its shares by 11.3K. In the recent year, Greystone Financial Group, LLC has decreased its shares by 11.6K.