Synergy Investment Management, LLC's ownership history for SCHW

Synergy Investment Management, LLC currently holds 920 shares with a market value of $86.4K. It started holding SCHW on 2024-12-31. At its peak, it held 920 shares on 2026-03-31. Its highest holding value was $86.4K on 2026-03-31. At its lowest, it held 857 shares on 2024-12-31, with a value of $63.4K on 2024-12-31. In the recent 180 days, Synergy Investment Management, LLC has increased its shares by 63.