Unique Wealth Strategies, LLC SCHW Holdings History
Unique Wealth Strategies, LLC's Charles Schwab Corp Holding Summary
As of 2024-06-30, Unique Wealth Strategies, LLC held 2,619.00 shares of Charles Schwab Corp(SCHW), totaling $189,460.00. This investment constitutes 0.09% of their stock portfolio, and Unique Wealth Strategies, LLC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q4. And since then Unique Wealth Strategies, LLC has made 1 purchases of SCHW, at an average price of $61.10, for a total of 12,590.00 shares. In addition, there have been 1 sales at an average price of $65.86 for 9,971.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Unique Wealth Strategies, LLC's estimated gain on his SCHW holdings is $138,299.48, reflecting a 17.98% gain to date.
Unique Wealth Strategies, LLC SCHW ($95.80) Holding Chart
Unique Wealth Strategies, LLC SCHW ($95.80) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
