Number of Shares
2.17 Mil
Current Holdings Value*
$169.99 Mil
% of Portfolio
3.4%
Total Estimate Gain
$101.41 Mil
% of Total Estimate Gain
91.93%

BECK MACK & OLIVER LLC's Charles Schwab Corp Holding Summary

As of 2025-03-31, BECK MACK & OLIVER LLC held 2.17 Mil shares of Charles Schwab Corp(SCHW), totaling $169.99 Mil. This investment constitutes 3.4% of their stock portfolio, and BECK MACK & OLIVER LLC now holds 0.12% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2016Q4. And since then BECK MACK & OLIVER LLC has made 21 purchases of SCHW, at an average price of $48.98, for a total of 2.25 Mil shares. In addition, there have been 4 sales at an average price of $63.09 for 80,922.00 shares. Based on historical transaction data and SCHW's current price of $95.15, BECK MACK & OLIVER LLC's estimated gain on his SCHW holdings is $101.41 Mil, reflecting a 91.93% gain to date.

BECK MACK & OLIVER LLC SCHW ($95.15) Holding Chart

BECK MACK & OLIVER LLC SCHW ($95.15) 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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