Trifecta Capital Advisors, LLC's ownership history for SCHW

Trifecta Capital Advisors, LLC currently holds 371 shares with a market value of $37.1K. It started holding SCHW on 2024-09-30. At its peak, it held 557 shares on 2025-09-30. Its highest holding value was $53.1K on 2025-09-30. At its lowest, it held 282 shares on 2024-09-30, with a value of $18.3K on 2024-09-30. In the recent 180 days, Trifecta Capital Advisors, LLC has increased its shares by 89. In the recent year, Trifecta Capital Advisors, LLC has increased its shares by 89.