BASSWOOD CAPITAL MANAGEMENT, L.L.C. SCHW Holdings History
BASSWOOD CAPITAL MANAGEMENT, L.L.C.'s Charles Schwab Corp Holding Summary
As of 2025-03-31, BASSWOOD CAPITAL MANAGEMENT, L.L.C. held 526,290.00 shares of Charles Schwab Corp(SCHW), totaling $41.20 Mil. This investment constitutes 2.31% of their stock portfolio, and BASSWOOD CAPITAL MANAGEMENT, L.L.C. now holds 0.03% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2013Q2. And since then BASSWOOD CAPITAL MANAGEMENT, L.L.C. has made 7 purchases of SCHW, at an average price of $55.49, for a total of 1.54 Mil shares. In addition, there have been 8 sales at an average price of $53.04 for 1.01 Mil shares. Based on historical transaction data and SCHW's current price of $95.80, BASSWOOD CAPITAL MANAGEMENT, L.L.C.'s estimated gain on his SCHW holdings is $18.74 Mil, reflecting a 21.98% gain to date.
BASSWOOD CAPITAL MANAGEMENT, L.L.C. SCHW ($95.80) Holding Chart
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 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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