CORDA Investment Management, LLC. SCHW Holdings History
CORDA Investment Management, LLC.'s Charles Schwab Corp Holding Summary
As of 2025-03-31, CORDA Investment Management, LLC. held 608,606.00 shares of Charles Schwab Corp(SCHW), totaling $47.64 Mil. This investment constitutes 3.79% of their stock portfolio, and CORDA Investment Management, LLC. now holds 0.03% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q1. And since then CORDA Investment Management, LLC. has made 7 purchases of SCHW, at an average price of $55.77, for a total of 701,860.00 shares. In addition, there have been 14 sales at an average price of $71.47 for 93,254.00 shares. Based on historical transaction data and SCHW's current price of $91.95, CORDA Investment Management, LLC.'s estimated gain on his SCHW holdings is $23.49 Mil, reflecting a 60.01% gain to date.
CORDA Investment Management, LLC. SCHW ($91.95) Holding Chart
CORDA Investment Management, LLC. SCHW ($91.95) 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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