Mezzasalma Advisors, LLC's ownership history for SCHW

Mezzasalma Advisors, LLC currently holds 88.6K shares with a market value of $8.3M. It started holding SCHW on 2024-09-30. At its peak, it held 88.6K shares on 2026-03-31. Its highest holding value was $8.7M on 2025-12-31. At its lowest, it held 83.5K shares on 2024-09-30, with a value of $5.4M on 2024-09-30. In the recent 180 days, Mezzasalma Advisors, LLC has increased its shares by 4.1K. In the recent year, Mezzasalma Advisors, LLC has increased its shares by 4.0K.