Paragon Private Wealth Management, LLC's ownership history for SCHW

Paragon Private Wealth Management, LLC currently holds 12.9K shares with a market value of $1.2M. It started holding SCHW on 2024-12-31. At its peak, it held 14.8K shares on 2025-12-31. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 3.4K shares on 2024-12-31, with a value of $250.3K on 2024-12-31. In the recent 180 days, Paragon Private Wealth Management, LLC has increased its shares by 803. In the recent year, Paragon Private Wealth Management, LLC has increased its shares by 7.9K.