Live Oak Private Wealth LLC SCHW Holdings History
Live Oak Private Wealth LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, Live Oak Private Wealth LLC held 221,476.00 shares of Charles Schwab Corp(SCHW), totaling $17.34 Mil. This investment constitutes 2.81% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q4. And since then Live Oak Private Wealth LLC has made 16 purchases of SCHW, at an average price of $47.15, for a total of 253,219.00 shares. In addition, there have been 5 sales at an average price of $63.55 for 31,743.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Live Oak Private Wealth LLC's estimated gain on his SCHW holdings is $11.30 Mil, reflecting a 94.60% gain to date.
Live Oak Private Wealth LLC SCHW ($95.80) Holding Chart
Live Oak Private Wealth 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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