Vivaldi Capital Management LP SCHW Holdings History
Vivaldi Capital Management LP's Charles Schwab Corp Holding Summary
As of 2025-03-31, Vivaldi Capital Management LP held 190,195.00 shares of Charles Schwab Corp(SCHW), totaling $14.89 Mil. This investment constitutes 2.4% of their stock portfolio, and Vivaldi Capital Management LP now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2021Q1. And since then Vivaldi Capital Management LP has made 2 purchases of SCHW, at an average price of $74.76, for a total of 203,963.00 shares. In addition, there have been 2 sales at an average price of $76.56 for 13,768.00 shares. Based on historical transaction data and SCHW's current price of $95.39, Vivaldi Capital Management LP's estimated gain on his SCHW holdings is $3.95 Mil, reflecting a 25.89% gain to date.
Vivaldi Capital Management LP SCHW ($95.39) Holding Chart
Vivaldi Capital Management LP 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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