LIBERTY WEALTH MANAGEMENT LLC's ownership history for SCHW

LIBERTY WEALTH MANAGEMENT LLC currently holds 2.1K shares with a market value of $213.8K. It started holding SCHW on 2025-03-31. At its peak, it held 63.8K shares on 2025-03-31. Its highest holding value was $213.8K on 2025-12-31. At its lowest, it held 2.1K shares on 2025-12-31, with a value of $45.9K on 2025-03-31. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 61.7K.