Private Wealth Partners, LLC SCHW Holdings History
Private Wealth Partners, LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, Private Wealth Partners, LLC held 105,088.00 shares of Charles Schwab Corp(SCHW), totaling $8.23 Mil. This investment constitutes 0.68% of their stock portfolio, and Private Wealth Partners, LLC now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2013Q4. And since then Private Wealth Partners, LLC has made 19 purchases of SCHW, at an average price of $47.17, for a total of 569,435.00 shares. In addition, there have been 17 sales at an average price of $41.18 for 464,347.00 shares. Based on historical transaction data and SCHW's current price of $96.50, Private Wealth Partners, LLC's estimated gain on his SCHW holdings is $2.40 Mil, reflecting a 8.95% gain to date.
Private Wealth Partners, LLC SCHW ($96.50) Holding Chart
Private Wealth Partners, LLC 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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