Number of Shares
145,529.00
Current Holdings Value*
$9.49 Mil
% of Portfolio
3%
Total Estimate Gain
$8.96 Mil
% of Total Estimate Gain
147.69%

Reilly Herbert Faulkner III's Charles Schwab Corp Holding Summary

As of 2021-03-31, Reilly Herbert Faulkner III held 145,529.00 shares of Charles Schwab Corp(SCHW), totaling $9.49 Mil. This investment constitutes 3% of their stock portfolio, and Reilly Herbert Faulkner III now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2014Q1. And since then Reilly Herbert Faulkner III has made 16 purchases of SCHW, at an average price of $30.84, for a total of 196,728.00 shares. In addition, there have been 4 sales at an average price of $30.26 for 51,199.00 shares. Based on historical transaction data and SCHW's current price of $92.60, Reilly Herbert Faulkner III's estimated gain on his SCHW holdings is $8.96 Mil, reflecting a 147.69% gain to date.

Reilly Herbert Faulkner III SCHW ($92.60) Holding Chart

Reilly Herbert Faulkner III SCHW ($92.60) 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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