SUMMITRY LLC SCHW Holdings History
SUMMITRY LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, SUMMITRY LLC held 1.03 Mil shares of Charles Schwab Corp(SCHW), totaling $80.59 Mil. This investment constitutes 4.07% of their stock portfolio, and SUMMITRY LLC now holds 0.06% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q1. And since then SUMMITRY LLC has made 14 purchases of SCHW, at an average price of $52.40, for a total of 1.31 Mil shares. In addition, there have been 7 sales at an average price of $68.31 for 280,725.00 shares. Based on historical transaction data and SCHW's current price of $91.22, SUMMITRY LLC's estimated gain on his SCHW holdings is $44.43 Mil, reflecting a 64.71% gain to date.
SUMMITRY LLC SCHW ($91.22) Holding Chart
SUMMITRY LLC SCHW ($91.22) 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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