Perigon Wealth Management, LLC's ownership history for SCHW

Perigon Wealth Management, LLC currently holds 112.7K shares with a market value of $10.6M. 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 112.7K shares on 2026-03-31, with a value of $10.3M on 2024-09-30. In the recent 180 days, Perigon Wealth Management, LLC has decreased its shares by 40.5K. In the recent year, Perigon Wealth Management, LLC has decreased its shares by 44.7K.