Number of Shares
127,500.00
Current Holdings Value*
$9.98 Mil
% of Portfolio
0.02%
Total Estimate Gain
$133.85 Mil
% of Total Estimate Gain
13.68%

Balyasny Asset Management L.P.'s Charles Schwab Corp Holding Summary

As of 2025-03-31, Balyasny Asset Management L.P. held 127,500.00 shares of Charles Schwab Corp(SCHW), totaling $9.98 Mil. This investment constitutes 0.02% of their stock portfolio, and Balyasny Asset Management L.P. now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2013Q2. And since then Balyasny Asset Management L.P. has made 26 purchases of SCHW, at an average price of $56.70, for a total of 17.26 Mil shares. In addition, there have been 18 sales at an average price of $50.27 for 11.96 Mil shares. Based on historical transaction data and SCHW's current price of $96.50, Balyasny Asset Management L.P.'s estimated gain on his SCHW holdings is $133.85 Mil, reflecting a 13.68% gain to date.

Balyasny Asset Management L.P. SCHW ($96.50) Holding Chart

Balyasny Asset Management L.P. SCHW ($96.50) 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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