Signature Wealth Management Group SCHW Holdings History
Signature Wealth Management Group's Charles Schwab Corp Holding Summary
As of 2025-03-31, Signature Wealth Management Group held 3,737.00 shares of Charles Schwab Corp(SCHW), totaling $292,510.00. This investment constitutes 0.11% of their stock portfolio, and Signature Wealth Management Group now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2018Q2. And since then Signature Wealth Management Group has made 8 purchases of SCHW, at an average price of $60.81, for a total of 41,185.00 shares. In addition, there have been 5 sales at an average price of $62.90 for 37,448.00 shares. Based on historical transaction data and SCHW's current price of $91.53, Signature Wealth Management Group's estimated gain on his SCHW holdings is $192,811.93, reflecting a 7.70% gain to date.
Signature Wealth Management Group SCHW ($91.53) Holding Chart
Signature Wealth Management Group SCHW ($91.53) 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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