Schrum Private Wealth Management LLC SCHW Holdings History
Schrum Private Wealth Management LLC's Charles Schwab Corp Holding Summary
As of 2025-06-30, Schrum Private Wealth Management LLC held 2,556.00 shares of Charles Schwab Corp(SCHW), totaling $233,210.00. This investment constitutes 0.19% of their stock portfolio, and Schrum Private Wealth Management LLC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2024Q3. And since then Schrum Private Wealth Management LLC has made 2 purchases of SCHW, at an average price of $70.45, for a total of 6,868.00 shares. In addition, there have been 1 sales at an average price of $75.00 for 4,312.00 shares. Based on historical transaction data and SCHW's current price of $96.50, Schrum Private Wealth Management LLC's estimated gain on his SCHW holdings is $86,203.84, reflecting a 17.82% gain to date.
Schrum Private Wealth Management LLC SCHW ($96.50) Holding Chart
Schrum Private Wealth Management LLC SCHW ($96.50) 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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