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
$2.02 Mil
% of Total Estimate Gain
28.67%
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 $96.50, 1248 Management, LLC's estimated gain on his SCHW holdings is $2.02 Mil, reflecting a 28.67% gain to date.
1248 Management, LLC SCHW ($96.50) Holding Chart
1248 Management, LLC SCHW ($96.50) 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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