NORTHCAPE WEALTH MANAGEMENT, LLC's ownership history for SCHW


NORTHCAPE WEALTH MANAGEMENT, LLC currently holds 10.6K shares with a market value of $1.0M. It started holding SCHW on 2024-09-30. At its peak, it held 11.5K shares on 2024-09-30. Its highest holding value was $1.0M on 2025-09-30. At its lowest, it held 10.6K shares on 2025-03-31, with a value of $745.1K on 2024-09-30. In the recent 180 days, NORTHCAPE WEALTH MANAGEMENT, LLC has increased its shares by 0.


NORTHCAPE WEALTH MANAGEMENT, LLC's ownership history for SCHW