Pine Haven Investment Counsel, Inc SCHW Holdings History
Pine Haven Investment Counsel, Inc's Charles Schwab Corp Holding Summary
As of 2025-06-30, Pine Haven Investment Counsel, Inc held 41,793.00 shares of Charles Schwab Corp(SCHW), totaling $3.81 Mil. This investment constitutes 3% of their stock portfolio, and Pine Haven Investment Counsel, Inc now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2021Q4. And since then Pine Haven Investment Counsel, Inc has made 6 purchases of SCHW, at an average price of $80.40, for a total of 43,563.00 shares. In addition, there have been 6 sales at an average price of $66.67 for 1,770.00 shares. Based on historical transaction data and SCHW's current price of $96.58, Pine Haven Investment Counsel, Inc's estimated gain on his SCHW holdings is $651,545.92, reflecting a 18.60% gain to date.
Pine Haven Investment Counsel, Inc SCHW ($96.58) Holding Chart
Pine Haven Investment Counsel, Inc SCHW ($96.58) 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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