Number of Shares
66,955.00
Current Holdings Value*
$5.24 Mil
% of Portfolio
1.14%
Total Estimate Gain
$3.58 Mil
% of Total Estimate Gain
31.53%

Citizens Business Bank's Charles Schwab Corp Holding Summary

As of 2025-03-31, Citizens Business Bank held 66,955.00 shares of Charles Schwab Corp(SCHW), totaling $5.24 Mil. This investment constitutes 1.14% of their stock portfolio, and Citizens Business Bank now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2017Q4. And since then Citizens Business Bank has made 10 purchases of SCHW, at an average price of $59.96, for a total of 189,614.00 shares. In addition, there have been 11 sales at an average price of $69.97 for 122,659.00 shares. Based on historical transaction data and SCHW's current price of $95.17, Citizens Business Bank's estimated gain on his SCHW holdings is $3.58 Mil, reflecting a 31.53% gain to date.

Citizens Business Bank SCHW ($95.17) Holding Chart

Citizens Business Bank SCHW ($95.17) 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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