IBEX WEALTH ADVISORS's ownership history for SCHW

IBEX WEALTH ADVISORS currently holds 53.1K shares with a market value of $5.3M. It started holding SCHW on 2024-12-31. At its peak, it held 53.1K shares on 2025-12-31. Its highest holding value was $5.3M on 2025-12-31. At its lowest, it held 3.4K shares on 2024-12-31, with a value of $255.2K on 2024-12-31. In the recent 180 days, IBEX WEALTH ADVISORS has increased its shares by 4.3K.