Cohen Capital Management, Inc. SCHW Holdings History
Cohen Capital Management, Inc.'s Charles Schwab Corp Holding Summary
As of 2025-06-30, Cohen Capital Management, Inc. held 219,410.00 shares of Charles Schwab Corp(SCHW), totaling $20.02 Mil. This investment constitutes 3.26% of their stock portfolio, and Cohen Capital Management, Inc. now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2013Q4. And since then Cohen Capital Management, Inc. has made 3 purchases of SCHW, at an average price of $24.05, for a total of 246,186.00 shares. In addition, there have been 9 sales at an average price of $68.62 for 26,776.00 shares. Based on historical transaction data and SCHW's current price of $95.15, Cohen Capital Management, Inc.'s estimated gain on his SCHW holdings is $16.79 Mil, reflecting a 283.62% gain to date.
Cohen Capital Management, Inc. SCHW ($95.15) Holding Chart
Cohen Capital Management, Inc. SCHW ($95.15) 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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