Aureus Asset Management, LLC SCHW Holdings History
Aureus Asset Management, LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, Aureus Asset Management, LLC held 664,275.00 shares of Charles Schwab Corp(SCHW), totaling $52.00 Mil. This investment constitutes 3.64% of their stock portfolio, and Aureus Asset Management, LLC now holds 0.04% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2015Q1. And since then Aureus Asset Management, LLC has made 19 purchases of SCHW, at an average price of $51.93, for a total of 810,569.00 shares. In addition, there have been 13 sales at an average price of $49.80 for 146,294.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Aureus Asset Management, LLC's estimated gain on his SCHW holdings is $28.83 Mil, reflecting a 68.48% gain to date.
Aureus Asset Management, LLC SCHW ($95.80) Holding Chart
Aureus Asset Management, 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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