LIBERTY WEALTH MANAGEMENT LLC's ownership history for SCHW

LIBERTY WEALTH MANAGEMENT LLC currently holds 2.3K shares with a market value of $218.0K. It started holding SCHW on 2025-03-31. At its peak, it held 63.8K shares on 2025-03-31. Its highest holding value was $218.0K on 2026-03-31. At its lowest, it held 2.1K shares on 2025-12-31, with a value of $45.9K on 2025-03-31. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has increased its shares by 172.