Pine Harbor Wealth Management, LLC's ownership history for SCHW

Pine Harbor Wealth Management, LLC currently holds 2.8K shares with a market value of $276.1K. It started holding SCHW on 2025-06-30. At its peak, it held 2.8K shares on 2025-09-30. Its highest holding value was $276.1K on 2025-12-31. At its lowest, it held 2.4K shares on 2025-06-30, with a value of $221.6K on 2025-06-30. In the recent 180 days, Pine Harbor Wealth Management, LLC has increased its shares by 334.