ALLEN OPERATIONS LLC SCHW Holdings History

Number of Shares
440,097.00
Current Holdings Value*
$34.45 Mil
% of Portfolio
5.67%
Total Estimate Gain
$32.18 Mil
% of Total Estimate Gain
166.11%

ALLEN OPERATIONS LLC's Charles Schwab Corp Holding Summary

As of 2025-03-31, ALLEN OPERATIONS LLC held 440,097.00 shares of Charles Schwab Corp(SCHW), totaling $34.45 Mil. This investment constitutes 5.67% of their stock portfolio, and ALLEN OPERATIONS LLC now holds 0.02% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2013Q4. And since then ALLEN OPERATIONS LLC has made 4 purchases of SCHW, at an average price of $31.38, for a total of 617,374.00 shares. In addition, there have been 5 sales at an average price of $64.20 for 177,277.00 shares. Based on historical transaction data and SCHW's current price of $91.26, ALLEN OPERATIONS LLC's estimated gain on his SCHW holdings is $32.18 Mil, reflecting a 166.11% gain to date.

ALLEN OPERATIONS LLC SCHW ($91.26) Holding Chart

ALLEN OPERATIONS LLC SCHW ($91.26) 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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