Cascade Investment Advisors, Inc. SCHW Holdings History
Cascade Investment Advisors, Inc.'s Charles Schwab Corp Holding Summary
As of 2025-03-31, Cascade Investment Advisors, Inc. held 37,385.00 shares of Charles Schwab Corp(SCHW), totaling $2.93 Mil. This investment constitutes 1.98% of their stock portfolio, and Cascade Investment Advisors, Inc. now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q4. And since then Cascade Investment Advisors, Inc. has made 13 purchases of SCHW, at an average price of $53.65, for a total of 55,678.00 shares. In addition, there have been 9 sales at an average price of $70.47 for 18,293.00 shares. Based on historical transaction data and SCHW's current price of $96.25, Cascade Investment Advisors, Inc.'s estimated gain on his SCHW holdings is $1.90 Mil, reflecting a 63.62% gain to date.
Cascade Investment Advisors, Inc. SCHW ($96.25) Holding Chart
Cascade Investment Advisors, Inc. SCHW ($96.25) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
