Optimize Financial Inc's ownership history for SCHW

Optimize Financial Inc currently holds 5.0K shares with a market value of $496.0K. It started holding SCHW on 2025-09-30. At its peak, it held 5.0K shares on 2025-12-31. Its highest holding value was $496.0K on 2025-12-31. At its lowest, it held 4.9K shares on 2025-09-30, with a value of $467.4K on 2025-09-30.