Naviter Wealth, LLC's ownership history for SCHW

Naviter Wealth, LLC currently holds 7.0K shares with a market value of $669.3K. It started holding SCHW on 2024-12-31. At its peak, it held 7.0K shares on 2025-03-31. Its highest holding value was $669.3K on 2025-09-30. At its lowest, it held 6.9K shares on 2024-12-31, with a value of $514.1K on 2024-12-31. In the recent 180 days, Naviter Wealth, LLC has decreased its shares by 32.