Parcion Private Wealth LLC's ownership history for SCHW

Parcion Private Wealth LLC currently holds 5.4K shares with a market value of $503.9K. It started holding SCHW on 2025-03-31. At its peak, it held 5.5K shares on 2025-03-31. Its highest holding value was $535.2K on 2025-12-31. At its lowest, it held 4.6K shares on 2025-06-30, with a value of $418.3K on 2025-06-30. In the recent 180 days, Parcion Private Wealth LLC has increased its shares by 57. In the recent year, Parcion Private Wealth LLC has decreased its shares by 186.