Wellspring Financial Advisors, LLC's ownership history for SCHW

Wellspring Financial Advisors, LLC currently holds 4.6K shares with a market value of $432.7K. It started holding SCHW on 2025-09-30. At its peak, it held 4.6K shares on 2026-03-31. Its highest holding value was $432.7K on 2026-03-31. At its lowest, it held 2.5K shares on 2025-09-30, with a value of $243.4K on 2025-09-30. In the recent 180 days, Wellspring Financial Advisors, LLC has increased its shares by 2.1K.