BRIGHT ROCK CAPITAL MANAGEMENT, LLC SCHW Holdings History
BRIGHT ROCK CAPITAL MANAGEMENT, LLC's Charles Schwab Corp Holding Summary
As of 2025-06-30, BRIGHT ROCK CAPITAL MANAGEMENT, LLC held 125,000.00 shares of Charles Schwab Corp(SCHW), totaling $11.40 Mil. This investment constitutes 2.31% of their stock portfolio, and BRIGHT ROCK CAPITAL MANAGEMENT, LLC now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2025Q2. And since then BRIGHT ROCK CAPITAL MANAGEMENT, LLC has made 1 purchases of SCHW, at an average price of $83.65, for a total of 125,000.00 shares. Based on historical transaction data and SCHW's current price of $95.35, BRIGHT ROCK CAPITAL MANAGEMENT, LLC's estimated gain on his SCHW holdings is $1.46 Mil, reflecting a 13.99% gain to date.
BRIGHT ROCK CAPITAL MANAGEMENT, LLC SCHW ($95.35) Holding Chart
BRIGHT ROCK CAPITAL MANAGEMENT, LLC SCHW ($95.35) 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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