CUTLER EQUITY FUND SCHW Holdings History
CUTLER EQUITY FUND's Charles Schwab Corp Holding Summary
As of 2025-03-31, CUTLER EQUITY FUND held 101,850.00 shares of Charles Schwab Corp(SCHW), totaling $7.97 Mil. This investment constitutes 4.14% of their stock portfolio, and CUTLER EQUITY FUND now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q3. And since then CUTLER EQUITY FUND has made 1 purchases of SCHW, at an average price of $34.79, for a total of 120,000.00 shares. In addition, there have been 7 sales at an average price of $73.00 for 18,150.00 shares. Based on historical transaction data and SCHW's current price of $95.80, CUTLER EQUITY FUND's estimated gain on his SCHW holdings is $6.91 Mil, reflecting a 165.45% gain to date.
CUTLER EQUITY FUND SCHW ($95.80) Holding Chart
CUTLER EQUITY FUND 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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