Turtle Creek Wealth Advisors, LLC's ownership history for SCHW

Turtle Creek Wealth Advisors, LLC currently holds 7.5K shares with a market value of $751.5K. It started holding SCHW on 2025-06-30. At its peak, it held 7.8K shares on 2025-09-30. Its highest holding value was $751.5K on 2025-12-31. At its lowest, it held 5.3K shares on 2025-06-30, with a value of $480.2K on 2025-06-30. In the recent 180 days, Turtle Creek Wealth Advisors, LLC has increased its shares by 2.3K.