JFS WEALTH ADVISORS, LLC's ownership history for SCHW

JFS WEALTH ADVISORS, LLC currently holds 24.6K shares with a market value of $2.5M. It started holding SCHW on 2024-09-30. At its peak, it held 25.3K shares on 2025-03-31. Its highest holding value was $2.5M on 2025-12-31. At its lowest, it held 24.5K shares on 2025-09-30, with a value of $1.6M on 2024-09-30. In the recent 180 days, JFS WEALTH ADVISORS, LLC has decreased its shares by 337. In the recent year, JFS WEALTH ADVISORS, LLC has decreased its shares by 409.