DAVENPORT INSIDER BUYING FUND SCHW Holdings History
DAVENPORT INSIDER BUYING FUND's Charles Schwab Corp Holding Summary
As of 2025-03-31, DAVENPORT INSIDER BUYING FUND held 49,000.00 shares of Charles Schwab Corp(SCHW), totaling $3.84 Mil. This investment constitutes 4.38% of their stock portfolio, and DAVENPORT INSIDER BUYING FUND now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q4. And since then DAVENPORT INSIDER BUYING FUND has made 3 purchases of SCHW, at an average price of $63.20, for a total of 56,000.00 shares. In addition, there have been 1 sales at an average price of $75.00 for 7,000.00 shares. Based on historical transaction data and SCHW's current price of $91.48, DAVENPORT INSIDER BUYING FUND's estimated gain on his SCHW holdings is $1.47 Mil, reflecting a 41.49% gain to date.
DAVENPORT INSIDER BUYING FUND SCHW ($91.48) Holding Chart
DAVENPORT INSIDER BUYING FUND SCHW ($91.48) 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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