Trivium Point Advisory, LLC's ownership history for SCHW

Trivium Point Advisory, LLC currently holds 58.5K shares with a market value of $5.8M. It started holding SCHW on 2024-12-31. At its peak, it held 58.5K shares on 2025-12-31. Its highest holding value was $5.8M on 2025-12-31. At its lowest, it held 6.8K shares on 2024-12-31, with a value of $505.1K on 2024-12-31. In the recent 180 days, Trivium Point Advisory, LLC has increased its shares by 14.3K. In the recent year, Trivium Point Advisory, LLC has increased its shares by 51.6K.