Polaris Wealth Advisory Group, LLC SCHW Holdings History
Polaris Wealth Advisory Group, LLC's Charles Schwab Corp Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 179,411.00 shares of Charles Schwab Corp(SCHW), totaling $9.85 Mil. This investment constitutes 0.75% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q4. And since then Polaris Wealth Advisory Group, LLC has made 5 purchases of SCHW, at an average price of $66.59, for a total of 560,518.00 shares. In addition, there have been 6 sales at an average price of $65.02 for 381,107.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Polaris Wealth Advisory Group, LLC's estimated gain on his SCHW holdings is $4.64 Mil, reflecting a 12.44% gain to date.
Polaris Wealth Advisory Group, LLC SCHW ($95.80) Holding Chart
Polaris Wealth Advisory Group, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
