ROTHSCHILD & CO ASSET MANAGEMENT US INC. SCHW Holdings History
ROTHSCHILD & CO ASSET MANAGEMENT US INC.'s Charles Schwab Corp Holding Summary
As of 2022-12-31, ROTHSCHILD & CO ASSET MANAGEMENT US INC. held 1.39 Mil shares of Charles Schwab Corp(SCHW), totaling $115.75 Mil. This investment constitutes 1.76% of their stock portfolio, and ROTHSCHILD & CO ASSET MANAGEMENT US INC. now holds 0.07% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2014Q1. And since then ROTHSCHILD & CO ASSET MANAGEMENT US INC. has made 5 purchases of SCHW, at an average price of $43.97, for a total of 2.70 Mil shares. In addition, there have been 14 sales at an average price of $51.99 for 1.31 Mil shares. Based on historical transaction data and SCHW's current price of $95.39, ROTHSCHILD & CO ASSET MANAGEMENT US INC.'s estimated gain on his SCHW holdings is $82.02 Mil, reflecting a 69.00% gain to date.
ROTHSCHILD & CO ASSET MANAGEMENT US INC. SCHW ($95.39) Holding Chart
ROTHSCHILD & CO ASSET MANAGEMENT US INC. SCHW ($95.39) 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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