RMR Capital Management, LLC SCHW Holdings History
RMR Capital Management, LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, RMR Capital Management, LLC held 20,219.00 shares of Charles Schwab Corp(SCHW), totaling $1.58 Mil. This investment constitutes 1.12% of their stock portfolio, and RMR Capital Management, LLC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q4. And since then RMR Capital Management, LLC has made 1 purchases of SCHW, at an average price of $58.63, for a total of 29,245.00 shares. In addition, there have been 2 sales at an average price of $71.24 for 9,026.00 shares. Based on historical transaction data and SCHW's current price of $95.80, RMR Capital Management, LLC's estimated gain on his SCHW holdings is $865,297.96, reflecting a 50.46% gain to date.
RMR Capital Management, LLC SCHW ($95.80) Holding Chart
RMR Capital Management, 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 % | |||
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