Goodman Financial CORP SCHW Holdings History
Goodman Financial CORP's Charles Schwab Corp Holding Summary
As of 2025-03-31, Goodman Financial CORP held 205,446.00 shares of Charles Schwab Corp(SCHW), totaling $16.08 Mil. This investment constitutes 3.47% of their stock portfolio, and Goodman Financial CORP now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q1. And since then Goodman Financial CORP has made 7 purchases of SCHW, at an average price of $71.96, for a total of 208,988.00 shares. In addition, there have been 2 sales at an average price of $77.55 for 3,542.00 shares. Based on historical transaction data and SCHW's current price of $91.26, Goodman Financial CORP's estimated gain on his SCHW holdings is $3.98 Mil, reflecting a 26.49% gain to date.
Goodman Financial CORP SCHW ($91.26) Holding Chart
Goodman Financial CORP SCHW ($91.26) 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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