Dynamic Wealth Strategies, LLC's ownership history for SCHW

Dynamic Wealth Strategies, LLC currently holds 2.3K shares with a market value of $229.5K. It started holding SCHW on 2024-09-30. At its peak, it held 2.3K shares on 2025-12-31. Its highest holding value was $229.5K on 2025-12-31. At its lowest, it held 1.2K shares on 2025-09-30, with a value of $99 on 2024-09-30. In the recent 180 days, Dynamic Wealth Strategies, LLC has increased its shares by 993. In the recent year, Dynamic Wealth Strategies, LLC has increased its shares by 762.