Palisade Asset Management, LLC SCHW Holdings History
Palisade Asset Management, LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, Palisade Asset Management, LLC held 11,269.00 shares of Charles Schwab Corp(SCHW), totaling $882,140.00. This investment constitutes 0.09% of their stock portfolio, and Palisade Asset Management, LLC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2013Q4. And since then Palisade Asset Management, LLC has made 10 purchases of SCHW, at an average price of $39.13, for a total of 37,041.00 shares. In addition, there have been 9 sales at an average price of $59.20 for 25,772.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Palisade Asset Management, LLC's estimated gain on his SCHW holdings is $1.16 Mil, reflecting a 79.74% gain to date.
Palisade Asset Management, LLC SCHW ($95.80) Holding Chart
Palisade Asset 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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