Number of Shares
353,404.00
Current Holdings Value*
$22.90 Mil
% of Portfolio
0.64%
Total Estimate Gain
$26.63 Mil
% of Total Estimate Gain
57.02%

FORT PITT CAPITAL GROUP, LLC's Charles Schwab Corp Holding Summary

As of 2024-09-30, FORT PITT CAPITAL GROUP, LLC held 353,404.00 shares of Charles Schwab Corp(SCHW), totaling $22.90 Mil. This investment constitutes 0.64% of their stock portfolio, and FORT PITT CAPITAL GROUP, LLC now holds 0.02% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2018Q2. And since then FORT PITT CAPITAL GROUP, LLC has made 15 purchases of SCHW, at an average price of $49.23, for a total of 948,586.00 shares. In addition, there have been 11 sales at an average price of $66.57 for 595,182.00 shares. Based on historical transaction data and SCHW's current price of $95.39, FORT PITT CAPITAL GROUP, LLC's estimated gain on his SCHW holdings is $26.63 Mil, reflecting a 57.02% gain to date.

FORT PITT CAPITAL GROUP, LLC SCHW ($95.39) Holding Chart

FORT PITT CAPITAL GROUP, LLC SCHW ($95.39) 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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