Number of Shares
29,368.00
Current Holdings Value*
$2.30 Mil
% of Portfolio
2.02%
Total Estimate Gain
$884,088.53
% of Total Estimate Gain
39.75%

TWIN CITY PRIVATE WEALTH, LLC's Charles Schwab Corp Holding Summary

As of 2025-03-31, TWIN CITY PRIVATE WEALTH, LLC held 29,368.00 shares of Charles Schwab Corp(SCHW), totaling $2.30 Mil. This investment constitutes 2.02% of their stock portfolio, and TWIN CITY PRIVATE WEALTH, LLC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2024Q1. And since then TWIN CITY PRIVATE WEALTH, LLC has made 2 purchases of SCHW, at an average price of $66.77, for a total of 33,312.00 shares. In addition, there have been 2 sales at an average price of $77.83 for 3,944.00 shares. Based on historical transaction data and SCHW's current price of $95.39, TWIN CITY PRIVATE WEALTH, LLC's estimated gain on his SCHW holdings is $884,088.53, reflecting a 39.75% gain to date.

TWIN CITY PRIVATE WEALTH, LLC SCHW ($95.39) Holding Chart

TWIN CITY PRIVATE WEALTH, LLC SCHW ($95.39) 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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