Number of Shares
623,607.00
Current Holdings Value*
$48.82 Mil
% of Portfolio
4.6%
Total Estimate Gain
$11.08 Mil
% of Total Estimate Gain
20.83%

Provident Investment Management, Inc.'s Charles Schwab Corp Holding Summary

As of 2025-03-31, Provident Investment Management, Inc. held 623,607.00 shares of Charles Schwab Corp(SCHW), totaling $48.82 Mil. This investment constitutes 4.6% of their stock portfolio, and Provident Investment Management, Inc. now holds 0.03% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2022Q4. And since then Provident Investment Management, Inc. has made 4 purchases of SCHW, at an average price of $76.23, for a total of 698,060.00 shares. In addition, there have been 6 sales at an average price of $66.57 for 74,453.00 shares. Based on historical transaction data and SCHW's current price of $95.15, Provident Investment Management, Inc.'s estimated gain on his SCHW holdings is $11.08 Mil, reflecting a 20.83% gain to date.

Provident Investment Management, Inc. SCHW ($95.15) Holding Chart

Provident Investment Management, Inc. SCHW ($95.15) 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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