Poehling Capital Management, INC. SCHW Holdings History
Poehling Capital Management, INC.'s Charles Schwab Corp Holding Summary
As of 2025-03-31, Poehling Capital Management, INC. held 178,801.00 shares of Charles Schwab Corp(SCHW), totaling $14.00 Mil. This investment constitutes 3.54% of their stock portfolio, and Poehling Capital Management, INC. now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2018Q2. And since then Poehling Capital Management, INC. has made 11 purchases of SCHW, at an average price of $57.38, for a total of 271,004.00 shares. In addition, there have been 7 sales at an average price of $44.04 for 92,203.00 shares. Based on historical transaction data and SCHW's current price of $96.50, Poehling Capital Management, INC.'s estimated gain on his SCHW holdings is $5.77 Mil, reflecting a 37.07% gain to date.
Poehling Capital Management, INC. SCHW ($96.50) Holding Chart
Poehling Capital Management, INC. SCHW ($96.50) 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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