PERSONAL CFO SOLUTIONS, LLC's ownership history for SCHW


PERSONAL CFO SOLUTIONS, LLC currently holds 12.0K shares with a market value of $1.2M. It started holding SCHW on 2024-09-30. At its peak, it held 12.0K shares on 2025-12-31. Its highest holding value was $1.2M on 2025-12-31. At its lowest, it held 11.1K shares on 2024-09-30, with a value of $719.8K on 2024-09-30. In the recent 180 days, PERSONAL CFO SOLUTIONS, LLC has increased its shares by 416. In the recent year, PERSONAL CFO SOLUTIONS, LLC has increased its shares by 771.


PERSONAL CFO SOLUTIONS, LLC's ownership history for SCHW