Heirloom Wealth Management's ownership history for SCHW

Heirloom Wealth Management currently holds 4.0K shares with a market value of $401.0K. It started holding SCHW on 2025-12-31. At its peak, it held 4.0K shares on 2025-12-31. Its highest holding value was $401.0K on 2025-12-31. At its lowest, it held 4.0K shares on 2025-12-31, with a value of $401.0K on 2025-12-31.