Number of Shares
46,791.00
Current Holdings Value*
$3.66 Mil
% of Portfolio
5.54%
Total Estimate Gain
$780,005.97
% of Total Estimate Gain
21.24%

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 $95.15, Barnes Dennig Private Wealth Management LLC's estimated gain on his SCHW holdings is $780,005.97, reflecting a 21.24% gain to date.

Barnes Dennig Private Wealth Management LLC SCHW ($95.15) Holding Chart

Barnes Dennig Private Wealth Management 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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