1248 Management, LLC SCHW Holdings History

Number of Shares
93,729.00
Current Holdings Value*
$7.34 Mil
% of Portfolio
3.14%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
26.87%

1248 Management, LLC's Charles Schwab Corp Holding Summary

As of 2025-03-31, 1248 Management, LLC held 93,729.00 shares of Charles Schwab Corp(SCHW), totaling $7.34 Mil. This investment constitutes 3.14% of their stock portfolio, and 1248 Management, LLC now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and SCHW's current price of $95.15, 1248 Management, LLC's estimated gain on his SCHW holdings is $1.89 Mil, reflecting a 26.87% gain to date.

1248 Management, LLC SCHW ($95.15) Holding Chart

1248 Management, LLC SCHW ($95.15) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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