CSat Investment Advisory, L.P. SCHW Holdings History
CSat Investment Advisory, L.P.'s Charles Schwab Corp Holding Summary
As of 2021-03-31, CSat Investment Advisory, L.P. held 47,839.00 shares of Charles Schwab Corp(SCHW), totaling $3.12 Mil. This investment constitutes 2.62% of their stock portfolio, and CSat Investment Advisory, L.P. now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2014Q1. And since then CSat Investment Advisory, L.P. has made 12 purchases of SCHW, at an average price of $29.87, for a total of 682,681.00 shares. In addition, there have been 5 sales at an average price of $39.08 for 634,842.00 shares. Based on historical transaction data and SCHW's current price of $95.80, CSat Investment Advisory, L.P.'s estimated gain on his SCHW holdings is $9.00 Mil, reflecting a 44.14% gain to date.
CSat Investment Advisory, L.P. SCHW ($95.80) Holding Chart
CSat Investment Advisory, L.P. SCHW ($95.80) 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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