Heron Bay Capital Management SCHW Holdings History
Heron Bay Capital Management's Charles Schwab Corp Holding Summary
As of 2025-03-31, Heron Bay Capital Management held 267,203.00 shares of Charles Schwab Corp(SCHW), totaling $20.92 Mil. This investment constitutes 4.4% of their stock portfolio, and Heron Bay Capital Management now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q4. And since then Heron Bay Capital Management has made 13 purchases of SCHW, at an average price of $60.78, for a total of 329,177.00 shares. In addition, there have been 4 sales at an average price of $63.69 for 61,974.00 shares. Based on historical transaction data and SCHW's current price of $95.39, Heron Bay Capital Management's estimated gain on his SCHW holdings is $9.43 Mil, reflecting a 47.13% gain to date.
Heron Bay Capital Management SCHW ($95.39) Holding Chart
Heron Bay Capital Management 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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