WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's ownership history for SCHW


WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV currently holds 14.5K shares with a market value of $1.4M. It started holding SCHW on 2024-09-30. At its peak, it held 14.6K shares on 2025-12-31. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 13.9K shares on 2024-09-30, with a value of $899.1K on 2024-09-30. In the recent 180 days, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has increased its shares by 53. In the recent year, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has increased its shares by 554.


WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's ownership history for SCHW