KLEIN PAVLIS & PEASLEY FINANCIAL, INC. SCHW Holdings History
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s Charles Schwab Corp Holding Summary
As of 2025-06-30, KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held 49,072.00 shares of Charles Schwab Corp(SCHW), totaling $4.48 Mil. This investment constitutes 2.99% of their stock portfolio, and KLEIN PAVLIS & PEASLEY FINANCIAL, INC. now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q4. And since then KLEIN PAVLIS & PEASLEY FINANCIAL, INC. has made 4 purchases of SCHW, at an average price of $62.42, for a total of 58,798.00 shares. In addition, there have been 2 sales at an average price of $83.55 for 9,726.00 shares. Based on historical transaction data and SCHW's current price of $95.80, KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s estimated gain on his SCHW holdings is $1.84 Mil, reflecting a 50.24% gain to date.
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. SCHW ($95.80) Holding Chart
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 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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