SMART Wealth LLC's ownership history for SCHW

SMART Wealth LLC currently holds 11.1K shares with a market value of $1.1M. It started holding SCHW on 2024-06-30. At its peak, it held 12.1K shares on 2025-09-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 2.6K shares on 2025-03-31, with a value of $202.5K on 2025-03-31. In the recent 180 days, SMART Wealth LLC has increased its shares by 8.0K. In the recent year, SMART Wealth LLC has increased its shares by 8.3K.