Allen Mooney & Barnes Investment Advisors LLC SCHW Holdings History
Allen Mooney & Barnes Investment Advisors LLC's Charles Schwab Corp Holding Summary
As of 2025-06-30, Allen Mooney & Barnes Investment Advisors LLC held 181,949.00 shares of Charles Schwab Corp(SCHW), totaling $16.60 Mil. This investment constitutes 2.73% of their stock portfolio, and Allen Mooney & Barnes Investment Advisors LLC now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2022Q1. And since then Allen Mooney & Barnes Investment Advisors LLC has made 8 purchases of SCHW, at an average price of $55.32, for a total of 187,757.00 shares. In addition, there have been 4 sales at an average price of $71.54 for 5,808.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Allen Mooney & Barnes Investment Advisors LLC's estimated gain on his SCHW holdings is $7.46 Mil, reflecting a 71.82% gain to date.
Allen Mooney & Barnes Investment Advisors LLC SCHW ($95.80) Holding Chart
Allen Mooney & Barnes Investment Advisors LLC SCHW ($95.80) 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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