Number of Shares
179,620.00
Current Holdings Value*
$14.06 Mil
% of Portfolio
3.15%
Total Estimate Gain
$8.58 Mil
% of Total Estimate Gain
78.59%

Blume Capital Management, Inc.'s Charles Schwab Corp Holding Summary

As of 2025-03-31, Blume Capital Management, Inc. held 179,620.00 shares of Charles Schwab Corp(SCHW), totaling $14.06 Mil. This investment constitutes 3.15% of their stock portfolio, and Blume Capital Management, Inc. now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2015Q4. And since then Blume Capital Management, Inc. has made 13 purchases of SCHW, at an average price of $49.88, for a total of 218,963.00 shares. In addition, there have been 14 sales at an average price of $71.99 for 39,343.00 shares. Based on historical transaction data and SCHW's current price of $92.82, Blume Capital Management, Inc.'s estimated gain on his SCHW holdings is $8.58 Mil, reflecting a 78.59% gain to date.

Blume Capital Management, Inc. SCHW ($92.82) Holding Chart

Blume Capital Management, Inc. SCHW ($92.82) 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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