Alteri Wealth LLC's ownership history for SCHW

Alteri Wealth LLC currently holds 2.0K shares with a market value of $204.0K. It started holding SCHW on 2025-06-30. At its peak, it held 2.4K shares on 2025-06-30. Its highest holding value was $221.5K on 2025-06-30. At its lowest, it held 2.0K shares on 2025-12-31, with a value of $204.0K on 2025-12-31.