Semus Wealth Partners LLC's ownership history for SCHW

Semus Wealth Partners LLC currently holds 3.8K shares with a market value of $358.9K. It started holding SCHW on 2024-09-30. At its peak, it held 4.5K shares on 2025-03-31. Its highest holding value was $408.7K on 2025-09-30. At its lowest, it held 3.8K shares on 2026-03-31, with a value of $285.7K on 2024-09-30. In the recent 180 days, Semus Wealth Partners LLC has decreased its shares by 462. In the recent year, Semus Wealth Partners LLC has decreased its shares by 636.