CX Institutional SCHW Holdings History

Number of Shares
129,566.00
Current Holdings Value*
$11.82 Mil
% of Portfolio
0.41%
Total Estimate Gain
$2.62 Mil
% of Total Estimate Gain
14.62%

CX Institutional's Charles Schwab Corp Holding Summary

As of 2025-06-30, CX Institutional held 129,566.00 shares of Charles Schwab Corp(SCHW), totaling $11.82 Mil. This investment constitutes 0.41% of their stock portfolio, and CX Institutional now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2019Q1. And since then CX Institutional has made 19 purchases of SCHW, at an average price of $75.19, for a total of 238,141.00 shares. In addition, there have been 7 sales at an average price of $77.93 for 108,575.00 shares. Based on historical transaction data and SCHW's current price of $93.10, CX Institutional's estimated gain on his SCHW holdings is $2.62 Mil, reflecting a 14.62% gain to date.

CX Institutional SCHW ($93.10) Holding Chart

CX Institutional SCHW ($93.10) 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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