Straight Path Wealth Management's ownership history for SCHW

Straight Path Wealth Management currently holds 2.7K shares with a market value of $260.8K. It started holding SCHW on 2024-12-31. At its peak, it held 2.7K shares on 2024-12-31. Its highest holding value was $260.8K on 2025-09-30. At its lowest, it held 2.7K shares on 2025-06-30, with a value of $202.2K on 2024-12-31. In the recent 180 days, Straight Path Wealth Management has decreased its shares by 1.