Portside Wealth Group, LLC's ownership history for SCHW

Portside Wealth Group, LLC currently holds 14.1K shares with a market value of $1.4M. It started holding SCHW on 2025-06-30. At its peak, it held 14.1K shares on 2025-12-31. Its highest holding value was $1.4M on 2025-12-31. At its lowest, it held 12.3K shares on 2025-06-30, with a value of $1.1M on 2025-06-30. In the recent 180 days, Portside Wealth Group, LLC has increased its shares by 1.8K.