Number of Shares
592,615.00
Current Holdings Value*
$46.39 Mil
% of Portfolio
3.81%
Total Estimate Gain
$26.72 Mil
% of Total Estimate Gain
61.75%

Sandhill Capital Partners LLC's Charles Schwab Corp Holding Summary

As of 2025-03-31, Sandhill Capital Partners LLC held 592,615.00 shares of Charles Schwab Corp(SCHW), totaling $46.39 Mil. This investment constitutes 3.81% of their stock portfolio, and Sandhill Capital Partners LLC now holds 0.03% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2023Q2. And since then Sandhill Capital Partners LLC has made 4 purchases of SCHW, at an average price of $54.15, for a total of 798,932.00 shares. In addition, there have been 4 sales at an average price of $75.03 for 206,317.00 shares. Based on historical transaction data and SCHW's current price of $91.97, Sandhill Capital Partners LLC's estimated gain on his SCHW holdings is $26.72 Mil, reflecting a 61.75% gain to date.

Sandhill Capital Partners LLC SCHW ($91.97) Holding Chart

Sandhill Capital Partners LLC SCHW ($91.97) 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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