CX Institutional SCHW Holdings History
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 $95.29, CX Institutional's estimated gain on his SCHW holdings is $2.90 Mil, reflecting a 16.20% gain to date.
CX Institutional SCHW ($95.29) Holding Chart
CX Institutional SCHW ($95.29) 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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