Number of Shares
41,793.00
Current Holdings Value*
$3.81 Mil
% of Portfolio
3%
Total Estimate Gain
$602,021.22
% of Total Estimate Gain
17.19%

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 $95.39, Pine Haven Investment Counsel, Inc's estimated gain on his SCHW holdings is $602,021.22, reflecting a 17.19% gain to date.

Pine Haven Investment Counsel, Inc SCHW ($95.39) Holding Chart

Pine Haven Investment Counsel, Inc SCHW ($95.39) 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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