Number of Shares
436,275.00
Current Holdings Value*
$34.15 Mil
% of Portfolio
9.07%
Total Estimate Gain
$16.55 Mil
% of Total Estimate Gain
42.00%

Greenstone Partners & Co., LLC's Charles Schwab Corp Holding Summary

As of 2025-03-31, Greenstone Partners & Co., LLC held 436,275.00 shares of Charles Schwab Corp(SCHW), totaling $34.15 Mil. This investment constitutes 9.07% of their stock portfolio, and Greenstone Partners & Co., LLC now holds 0.02% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2020Q4. And since then Greenstone Partners & Co., LLC has made 5 purchases of SCHW, at an average price of $64.18, for a total of 613,825.00 shares. In addition, there have been 2 sales at an average price of $77.98 for 177,550.00 shares. Based on historical transaction data and SCHW's current price of $96.50, Greenstone Partners & Co., LLC's estimated gain on his SCHW holdings is $16.55 Mil, reflecting a 42.00% gain to date.

Greenstone Partners & Co., LLC SCHW ($96.50) Holding Chart

Greenstone Partners & Co., 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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