FORBES J M & CO LLP's ownership history for SCHW

FORBES J M & CO LLP currently holds 9.5K shares with a market value of $949.3K. It started holding SCHW on 2024-12-31. At its peak, it held 11.3K shares on 2025-09-30. Its highest holding value was $1.1M on 2025-09-30. At its lowest, it held 4.2K shares on 2024-12-31, with a value of $310.8K on 2024-12-31. In the recent 180 days, FORBES J M & CO LLP has decreased its shares by 1.8K. In the recent year, FORBES J M & CO LLP has increased its shares by 5.3K.