Freestone Grove Partners LP SCHW Holdings History
Number of Shares
1.56 Mil
Current Holdings Value*
$121.84 Mil
% of Portfolio
1.26%
Total Estimate Gain
$28.14 Mil
% of Total Estimate Gain
23.26%
Freestone Grove Partners LP's Charles Schwab Corp Holding Summary
As of 2025-03-31, Freestone Grove Partners LP held 1.56 Mil shares of Charles Schwab Corp(SCHW), totaling $121.84 Mil. This investment constitutes 1.26% of their stock portfolio, and Freestone Grove Partners LP now holds 0.09% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2024Q4. And since then Freestone Grove Partners LP has made 1 purchases of SCHW, at an average price of $77.72, for a total of 1.56 Mil shares. Based on historical transaction data and SCHW's current price of $95.80, Freestone Grove Partners LP's estimated gain on his SCHW holdings is $28.14 Mil, reflecting a 23.26% gain to date.
Freestone Grove Partners LP SCHW ($95.80) Holding Chart
Freestone Grove Partners LP SCHW ($95.80) 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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