Kovitz Investment Group Partners, LLC SCHW Holdings History
Kovitz Investment Group Partners, LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, Kovitz Investment Group Partners, LLC held 2.68 Mil shares of Charles Schwab Corp(SCHW), totaling $209.93 Mil. This investment constitutes 1.05% of their stock portfolio, and Kovitz Investment Group Partners, LLC now holds 0.15% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2018Q4. And since then Kovitz Investment Group Partners, LLC has made 19 purchases of SCHW, at an average price of $69.81, for a total of 11.89 Mil shares. In addition, there have been 7 sales at an average price of $76.70 for 9.20 Mil shares. Based on historical transaction data and SCHW's current price of $96.50, Kovitz Investment Group Partners, LLC's estimated gain on his SCHW holdings is $134.97 Mil, reflecting a 16.27% gain to date.
Kovitz Investment Group Partners, LLC SCHW ($96.50) Holding Chart
Kovitz Investment Group Partners, 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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