SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for SCHW

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 4.7K shares with a market value of $443.0K. It started holding SCHW on 2025-03-31. At its peak, it held 4.7K shares on 2026-03-31. Its highest holding value was $443.0K on 2026-03-31. At its lowest, it held 3.1K shares on 2025-03-31, with a value of $239.6K on 2025-03-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 411. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 1.7K.