Caldwell Trust Co's ownership history for SCHW

Caldwell Trust Co currently holds 20.1K shares with a market value of $2.0M. It started holding SCHW on 2019-12-31. At its peak, it held 27.0K shares on 2020-03-31. Its highest holding value was $2.0M on 2025-12-31. At its lowest, it held 15.0K shares on 2021-06-30, with a value of $567.7K on 2020-09-30. In the recent 180 days, Caldwell Trust Co has increased its shares by 273. In the recent year, Caldwell Trust Co has increased its shares by 1.8K.