Whelan Financial's ownership history for SCHW

Whelan Financial currently holds 17.8K shares with a market value of $1.7M. It started holding SCHW on 2025-03-31. At its peak, it held 17.8K shares on 2026-03-31. Its highest holding value was $1.7M on 2026-03-31. At its lowest, it held 5.9K shares on 2025-03-31, with a value of $462.3K on 2025-03-31. In the recent 180 days, Whelan Financial has increased its shares by 3.8K. In the recent year, Whelan Financial has increased its shares by 11.9K.