Number of Shares
52,850.00
Current Holdings Value*
$4.82 Mil
% of Portfolio
2.7%
Total Estimate Gain
$1.22 Mil
% of Total Estimate Gain
29.59%

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 %

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