Number of Shares
10,565.00
Current Holdings Value*
$827,030.00
% of Portfolio
0.16%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
16.27%

American Money Management, LLC's Charles Schwab Corp Holding Summary

As of 2025-03-31, American Money Management, LLC held 10,565.00 shares of Charles Schwab Corp(SCHW), totaling $827,030.00. This investment constitutes 0.16% of their stock portfolio, and American Money Management, LLC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2018Q3. And since then American Money Management, LLC has made 13 purchases of SCHW, at an average price of $52.41, for a total of 172,299.00 shares. In addition, there have been 13 sales at an average price of $58.82 for 161,734.00 shares. Based on historical transaction data and SCHW's current price of $93.29, American Money Management, LLC's estimated gain on his SCHW holdings is $1.47 Mil, reflecting a 16.27% gain to date.

American Money Management, LLC SCHW ($93.29) Holding Chart

American Money Management, LLC SCHW ($93.29) 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 %

Top Ranked Articles

  • 1