Centurion Wealth Management LLC's ownership history for SCHW
Centurion Wealth Management LLC currently holds 6.2K shares with a market value of $621.5K. It started holding SCHW on 2024-09-30. At its peak, it held 7.1K shares on 2024-09-30. Its highest holding value was $621.5K on 2025-12-31. At its lowest, it held 6.2K shares on 2025-12-31, with a value of $461.8K on 2024-09-30. In the recent 180 days, Centurion Wealth Management LLC has decreased its shares by 79. In the recent year, Centurion Wealth Management LLC has decreased its shares by 438.
It has also owned 4 contracts of calls, with the market value of the underlying securities totaling $40.0K on 2025-12-31. At its peak, it held 4 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $40.0K on 2025-12-31. At its lowest, it held 4 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $40.0K on 2025-12-31.