waypoint wealth counsel's ownership history for SCHW


waypoint wealth counsel currently holds 2.4K shares with a market value of $228.2K. It started holding SCHW on 2025-09-30. At its peak, it held 2.9K shares on 2025-12-31. Its highest holding value was $286.2K on 2025-12-31. At its lowest, it held 2.4K shares on 2026-03-31, with a value of $228.2K on 2026-03-31. In the recent 180 days, waypoint wealth counsel has decreased its shares by 290.


waypoint wealth counsel's ownership history for SCHW