Barnes Dennig Private Wealth Management LLC SCHW Holdings History
Number of Shares
46,791.00
Current Holdings Value*
$3.66 Mil
% of Portfolio
5.54%
Total Estimate Gain
$791,235.81
% of Total Estimate Gain
21.55%
Barnes Dennig Private Wealth Management LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, Barnes Dennig Private Wealth Management LLC held 46,791.00 shares of Charles Schwab Corp(SCHW), totaling $3.66 Mil. This investment constitutes 5.54% of their stock portfolio, and Barnes Dennig Private Wealth Management LLC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SCHW's current price of $95.39, Barnes Dennig Private Wealth Management LLC's estimated gain on his SCHW holdings is $791,235.81, reflecting a 21.55% gain to date.
Barnes Dennig Private Wealth Management LLC SCHW ($95.39) Holding Chart
Barnes Dennig Private Wealth Management LLC SCHW ($95.39) 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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