Investments & Financial Planning, LLC's ownership history for SCHW

Investments & Financial Planning, LLC currently holds 2.5K shares with a market value of $249.8K. It started holding SCHW on 2025-06-30. At its peak, it held 2.5K shares on 2025-09-30. Its highest holding value was $249.8K on 2025-12-31. At its lowest, it held 2.5K shares on 2025-12-31, with a value of $232.5K on 2025-06-30. In the recent 180 days, Investments & Financial Planning, LLC has decreased its shares by 48.