KARPAS STRATEGIES, LLC SCHW Holdings History
KARPAS STRATEGIES, LLC's Charles Schwab Corp Holding Summary
As of 2024-06-30, KARPAS STRATEGIES, LLC held 251,003.00 shares of Charles Schwab Corp(SCHW), totaling $18.50 Mil. This investment constitutes 5.8% of their stock portfolio, and KARPAS STRATEGIES, LLC now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2014Q1. And since then KARPAS STRATEGIES, LLC has made 6 purchases of SCHW, at an average price of $35.23, for a total of 362,485.00 shares. In addition, there have been 12 sales at an average price of $48.67 for 111,482.00 shares. Based on historical transaction data and SCHW's current price of $95.80, KARPAS STRATEGIES, LLC's estimated gain on his SCHW holdings is $16.70 Mil, reflecting a 130.76% gain to date.
KARPAS STRATEGIES, LLC SCHW ($95.80) Holding Chart
KARPAS STRATEGIES, 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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