DELTA CAPITAL MANAGEMENT LLC SCHW Holdings History
DELTA CAPITAL MANAGEMENT LLC's Charles Schwab Corp Holding Summary
As of 2025-06-30, DELTA CAPITAL MANAGEMENT LLC held 52,850.00 shares of Charles Schwab Corp(SCHW), totaling $4.82 Mil. This investment constitutes 2.7% of their stock portfolio, and DELTA CAPITAL MANAGEMENT LLC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q1. And since then DELTA CAPITAL MANAGEMENT LLC has made 1 purchases of SCHW, at an average price of $73.23, for a total of 56,160.00 shares. In addition, there have been 6 sales at an average price of $69.38 for 3,310.00 shares. Based on historical transaction data and SCHW's current price of $96.50, DELTA CAPITAL MANAGEMENT LLC's estimated gain on his SCHW holdings is $1.22 Mil, reflecting a 29.59% gain to date.
DELTA CAPITAL MANAGEMENT LLC SCHW ($96.50) Holding Chart
DELTA CAPITAL MANAGEMENT LLC SCHW ($96.50) 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
