North Peak Capital Management, LLC SCHW Holdings History
North Peak Capital Management, LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, North Peak Capital Management, LLC held 2.11 Mil shares of Charles Schwab Corp(SCHW), totaling $165.07 Mil. This investment constitutes 16.57% of their stock portfolio, and North Peak Capital Management, LLC now holds 0.12% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q2. And since then North Peak Capital Management, LLC has made 5 purchases of SCHW, at an average price of $55.76, for a total of 2.81 Mil shares. In addition, there have been 3 sales at an average price of $67.00 for 698,611.00 shares. Based on historical transaction data and SCHW's current price of $97.15, North Peak Capital Management, LLC's estimated gain on his SCHW holdings is $95.12 Mil, reflecting a 60.76% gain to date.
North Peak Capital Management, LLC SCHW ($97.15) Holding Chart
North Peak Capital Management, LLC SCHW ($97.15) 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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