ProVise Management Group, LLC's ownership history for SCHW

ProVise Management Group, LLC currently holds 190.9K shares with a market value of $19.1M. It started holding SCHW on 2024-09-30. At its peak, it held 190.9K shares on 2025-12-31. Its highest holding value was $19.1M on 2025-12-31. At its lowest, it held 164.8K shares on 2024-09-30, with a value of $10.7M on 2024-09-30. In the recent 180 days, ProVise Management Group, LLC has increased its shares by 9.4K. In the recent year, ProVise Management Group, LLC has increased its shares by 24.2K.