Smith Group Asset Management, LLC SCHW Holdings History
Smith Group Asset Management, LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, Smith Group Asset Management, LLC held 208,086.00 shares of Charles Schwab Corp(SCHW), totaling $16.29 Mil. This investment constitutes 1.22% of their stock portfolio, and Smith Group Asset Management, LLC now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2021Q3. And since then Smith Group Asset Management, LLC has made 2 purchases of SCHW, at an average price of $78.47, for a total of 208,346.00 shares. In addition, there have been 2 sales at an average price of $59.38 for 260.00 shares. Based on historical transaction data and SCHW's current price of $92.32, Smith Group Asset Management, LLC's estimated gain on his SCHW holdings is $2.88 Mil, reflecting a 17.59% gain to date.
Smith Group Asset Management, LLC SCHW ($92.32) Holding Chart
Smith Group Asset Management, LLC SCHW ($92.32) 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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