Ascent Wealth Partners, LLC's ownership history for SCHW

Ascent Wealth Partners, LLC currently holds 24.2K shares with a market value of $2.3M. It started holding SCHW on 2024-09-30. At its peak, it held 24.2K shares on 2025-09-30. Its highest holding value was $2.3M on 2025-09-30. At its lowest, it held 23.5K shares on 2024-12-31, with a value of $1.5M on 2024-09-30. In the recent 180 days, Ascent Wealth Partners, LLC has increased its shares by 364. In the recent year, Ascent Wealth Partners, LLC has increased its shares by 628.