TWIN CITY PRIVATE WEALTH, LLC SCHW Holdings History
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 $95.31, TWIN CITY PRIVATE WEALTH, LLC's estimated gain on his SCHW holdings is $881,695.04, reflecting a 39.64% gain to date.
TWIN CITY PRIVATE WEALTH, LLC SCHW ($95.31) Holding Chart
TWIN CITY PRIVATE WEALTH, LLC SCHW ($95.31) 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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