Wealthspire Advisors, LLC's ownership history for SCHW

Wealthspire Advisors, LLC currently holds 52.3K shares with a market value of $5.2M. It started holding SCHW on 2024-09-30. At its peak, it held 88.7K shares on 2025-03-31. Its highest holding value was $8.0M on 2025-06-30. At its lowest, it held 44.1K shares on 2024-09-30, with a value of $2.9M on 2024-09-30. In the recent 180 days, Wealthspire Advisors, LLC has decreased its shares by 35.6K. In the recent year, Wealthspire Advisors, LLC has increased its shares by 7.0K.