Intrinsic Value Partners, LLC SCHW Holdings History
Intrinsic Value Partners, LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, Intrinsic Value Partners, LLC held 54,238.00 shares of Charles Schwab Corp(SCHW), totaling $4.25 Mil. This investment constitutes 4.19% of their stock portfolio, and Intrinsic Value Partners, LLC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2021Q4. And since then Intrinsic Value Partners, LLC has made 5 purchases of SCHW, at an average price of $77.21, for a total of 63,146.00 shares. In addition, there have been 8 sales at an average price of $76.96 for 8,908.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Intrinsic Value Partners, LLC's estimated gain on his SCHW holdings is $1.01 Mil, reflecting a 20.64% gain to date.
Intrinsic Value Partners, LLC SCHW ($95.80) Holding Chart
Intrinsic Value Partners, LLC 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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