Westover Capital Advisors, LLC's ownership history for SCHW

Westover Capital Advisors, LLC currently holds 25.8K shares with a market value of $2.4M. It started holding SCHW on 2024-09-30. At its peak, it held 25.8K shares on 2026-03-31. Its highest holding value was $2.4M on 2026-03-31. At its lowest, it held 9.4K shares on 2025-06-30, with a value of $696.6K on 2024-12-31. In the recent 180 days, Westover Capital Advisors, LLC has increased its shares by 10.8K. In the recent year, Westover Capital Advisors, LLC has increased its shares by 16.4K.