NorthRock Partners, LLC's ownership history for SCHW

NorthRock Partners, LLC currently holds 14.7K shares with a market value of $1.4M. It started holding SCHW on 2024-09-30. At its peak, it held 14.7K shares on 2025-09-30. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 5.1K shares on 2024-09-30, with a value of $330.8K on 2024-09-30. In the recent 180 days, NorthRock Partners, LLC has increased its shares by 8.1K. In the recent year, NorthRock Partners, LLC has increased its shares by 9.6K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $18.2K on 2025-06-30. At its peak, it held 2 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $18.2K on 2025-06-30. At its lowest, it held 2 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $18.2K on 2025-06-30.