Number of Shares
8.21 Mil
Current Holdings Value*
$642.60 Mil
% of Portfolio
7.5%
Total Estimate Gain
$312.12 Mil
% of Total Estimate Gain
57.50%

Allen Investment Management, LLC's Charles Schwab Corp Holding Summary

As of 2025-03-31, Allen Investment Management, LLC held 8.21 Mil shares of Charles Schwab Corp(SCHW), totaling $642.60 Mil. This investment constitutes 7.5% of their stock portfolio, and Allen Investment Management, LLC now holds 0.45% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2013Q4. And since then Allen Investment Management, LLC has made 20 purchases of SCHW, at an average price of $54.89, for a total of 9.89 Mil shares. In addition, there have been 16 sales at an average price of $59.53 for 1.68 Mil shares. Based on historical transaction data and SCHW's current price of $91.97, Allen Investment Management, LLC's estimated gain on his SCHW holdings is $312.12 Mil, reflecting a 57.50% gain to date.

Allen Investment Management, LLC SCHW ($91.97) Holding Chart

Allen Investment Management, LLC SCHW ($91.97) 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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