Copperleaf Capital, LLC's ownership history for SCHW

Copperleaf Capital, LLC currently holds 20.3K shares with a market value of $1.9M. It started holding SCHW on 2024-09-30. At its peak, it held 24.8K shares on 2025-06-30. Its highest holding value was $2.3M on 2025-06-30. At its lowest, it held 20.3K shares on 2025-09-30, with a value of $1.5M on 2024-09-30. In the recent 180 days, Copperleaf Capital, LLC has decreased its shares by 4.2K. In the recent year, Copperleaf Capital, LLC has decreased its shares by 2.6K.