W.G. Shaheen & Associates DBA Whitney & Co SCHW Holdings History
W.G. Shaheen & Associates DBA Whitney & Co's Charles Schwab Corp Holding Summary
As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 236,960.00 shares of Charles Schwab Corp(SCHW), totaling $18.55 Mil. This investment constitutes 1.97% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2018Q2. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 21 purchases of SCHW, at an average price of $53.07, for a total of 306,905.00 shares. In addition, there have been 7 sales at an average price of $67.86 for 69,945.00 shares. Based on historical transaction data and SCHW's current price of $95.80, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his SCHW holdings is $11.16 Mil, reflecting a 68.52% gain to date.
W.G. Shaheen & Associates DBA Whitney & Co SCHW ($95.80) Holding Chart
W.G. Shaheen & Associates DBA Whitney & Co 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
