Perigon Wealth Management, LLC's ownership history for SCHW

Perigon Wealth Management, LLC currently holds 153.2K shares with a market value of $15.3M. It started holding SCHW on 2024-09-30. At its peak, it held 158.2K shares on 2024-09-30. Its highest holding value was $15.3M on 2025-12-31. At its lowest, it held 153.2K shares on 2025-12-31, with a value of $10.3M on 2024-09-30. In the recent 180 days, Perigon Wealth Management, LLC has decreased its shares by 701. In the recent year, Perigon Wealth Management, LLC has decreased its shares by 3.9K.