SteelPeak Wealth, LLC's ownership history for SCHW

SteelPeak Wealth, LLC currently holds 2.6K shares with a market value of $264.1K. 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 2.6K shares on 2025-12-31, with a value of $252.6K on 2025-06-30. In the recent 180 days, SteelPeak Wealth, LLC has decreased its shares by 126. In the recent year, SteelPeak Wealth, LLC has decreased its shares by 74.8K.