Left Brain Wealth Management, LLC SCHW Holdings History
Left Brain Wealth Management, LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, Left Brain Wealth Management, LLC held - shares of Charles Schwab Corp(SCHW), totaling N/A. This investment constitutes 0% of their stock portfolio, and Left Brain Wealth Management, LLC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q1. And since then Left Brain Wealth Management, LLC has made 4 purchases of SCHW, at an average price of $58.91, for a total of 56,023.00 shares. In addition, there have been 5 sales at an average price of $77.85 for 56,023.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Left Brain Wealth Management, LLC's estimated gain on his SCHW holdings is $1.06 Mil, reflecting a 32.17% gain to date.
Left Brain Wealth Management, LLC SCHW ($95.80) Holding Chart
Left Brain Wealth Management, 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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