Number of Shares
80,992.00
Current Holdings Value*
$6.34 Mil
% of Portfolio
3.93%
Total Estimate Gain
$1.63 Mil
% of Total Estimate Gain
23.29%

PRING TURNER CAPITAL GROUP INC's Charles Schwab Corp Holding Summary

As of 2025-03-31, PRING TURNER CAPITAL GROUP INC held 80,992.00 shares of Charles Schwab Corp(SCHW), totaling $6.34 Mil. This investment constitutes 3.93% of their stock portfolio, and PRING TURNER CAPITAL GROUP INC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2021Q4. And since then PRING TURNER CAPITAL GROUP INC has made 10 purchases of SCHW, at an average price of $75.91, for a total of 92,009.00 shares. In addition, there have been 4 sales at an average price of $77.32 for 11,017.00 shares. Based on historical transaction data and SCHW's current price of $95.80, PRING TURNER CAPITAL GROUP INC's estimated gain on his SCHW holdings is $1.63 Mil, reflecting a 23.29% gain to date.

PRING TURNER CAPITAL GROUP INC SCHW ($95.80) Holding Chart

PRING TURNER CAPITAL GROUP 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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