Crown Oak Advisors, LLC SCHW Holdings History
Crown Oak Advisors, LLC's Charles Schwab Corp Holding Summary
As of 2025-06-30, Crown Oak Advisors, LLC held 459,576.00 shares of Charles Schwab Corp(SCHW), totaling $41.93 Mil. This investment constitutes 19.83% of their stock portfolio, and Crown Oak Advisors, LLC now holds 0.03% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q4. And since then Crown Oak Advisors, LLC has made 4 purchases of SCHW, at an average price of $57.94, for a total of 459,641.00 shares. In addition, there have been 1 sales at an average price of $78.48 for 65.00 shares. Based on historical transaction data and SCHW's current price of $95.15, Crown Oak Advisors, LLC's estimated gain on his SCHW holdings is $17.10 Mil, reflecting a 64.21% gain to date.
Crown Oak Advisors, LLC SCHW ($95.15) Holding Chart
Crown Oak Advisors, LLC 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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