ELEVATION WEALTH PARTNERS, LLC's ownership history for SCHW

ELEVATION WEALTH PARTNERS, LLC currently holds 2.4K shares with a market value of $222.1K. It started holding SCHW on 2024-09-30. At its peak, it held 4.6K shares on 2024-09-30. Its highest holding value was $296.2K on 2024-09-30. At its lowest, it held 2.4K shares on 2025-06-30, with a value of $186.5K on 2024-12-31. In the recent 180 days, ELEVATION WEALTH PARTNERS, LLC has decreased its shares by 94. In the recent year, ELEVATION WEALTH PARTNERS, LLC has decreased its shares by 2.1K.