ELEVATION POINT WEALTH PARTNERS, LLC's ownership history for SCHW

ELEVATION POINT WEALTH PARTNERS, LLC currently holds 17.1K shares with a market value of $1.6M. It started holding SCHW on 2024-09-30. At its peak, it held 35.2K shares on 2025-03-31. Its highest holding value was $3.1M on 2025-06-30. At its lowest, it held 17.1K shares on 2025-09-30, with a value of $1.6M on 2024-09-30. In the recent 180 days, ELEVATION POINT WEALTH PARTNERS, LLC has decreased its shares by 18.1K. In the recent year, ELEVATION POINT WEALTH PARTNERS, LLC has decreased its shares by 7.5K.