Carmel Capital Partners, LLC's ownership history for SCHW

Carmel Capital Partners, LLC currently holds 32.9K shares with a market value of $3.1M. It started holding SCHW on 2024-09-30. At its peak, it held 34.8K shares on 2025-12-31. Its highest holding value was $3.5M on 2025-12-31. At its lowest, it held 24.3K shares on 2025-09-30, with a value of $1.7M on 2024-09-30. In the recent 180 days, Carmel Capital Partners, LLC has increased its shares by 8.6K. In the recent year, Carmel Capital Partners, LLC has increased its shares by 3.8K.