Southeast Asset Advisors, LLC's ownership history for SCHW

Southeast Asset Advisors, LLC currently holds 77.3K shares with a market value of $7.3M. It started holding SCHW on 2024-09-30. At its peak, it held 77.3K shares on 2026-03-31. Its highest holding value was $7.3M on 2026-03-31. At its lowest, it held 48.7K shares on 2025-03-31, with a value of $3.6M on 2024-12-31. In the recent 180 days, Southeast Asset Advisors, LLC has increased its shares by 28.1K. In the recent year, Southeast Asset Advisors, LLC has increased its shares by 28.7K.