Venturi Wealth Management, LLC's ownership history for SCHW

Venturi Wealth Management, LLC currently holds 85.0K shares with a market value of $8.5M. It started holding SCHW on 2024-09-30. At its peak, it held 85.0K shares on 2025-12-31. Its highest holding value was $8.5M on 2025-12-31. At its lowest, it held 607 shares on 2024-09-30, with a value of $39.3K on 2024-09-30. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 82.3K.