SteelPeak Wealth, LLC's ownership history for SCHW

SteelPeak Wealth, LLC currently holds 4.8K shares with a market value of $463.0K. It started holding SCHW on 2024-09-30. At its peak, it held 77.5K shares on 2024-12-31. Its highest holding value was $5.9M on 2025-03-31. At its lowest, it held 2.8K shares on 2025-06-30, with a value of $252.6K on 2025-06-30. In the recent 180 days, SteelPeak Wealth, LLC has decreased its shares by 71.0K. In the recent year, SteelPeak Wealth, LLC has decreased its shares by 70.9K.