Number of Shares
113,915.00
Current Holdings Value*
$8.92 Mil
% of Portfolio
0.23%
Total Estimate Gain
$2.42 Mil
% of Total Estimate Gain
21.01%

WHITTIER TRUST CO OF NEVADA INC's Charles Schwab Corp Holding Summary

As of 2025-03-31, WHITTIER TRUST CO OF NEVADA INC held 113,915.00 shares of Charles Schwab Corp(SCHW), totaling $8.92 Mil. This investment constitutes 0.23% of their stock portfolio, and WHITTIER TRUST CO OF NEVADA INC now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2015Q2. And since then WHITTIER TRUST CO OF NEVADA INC has made 14 purchases of SCHW, at an average price of $58.65, for a total of 196,062.00 shares. In addition, there have been 16 sales at an average price of $41.36 for 82,147.00 shares. Based on historical transaction data and SCHW's current price of $92.32, WHITTIER TRUST CO OF NEVADA INC's estimated gain on his SCHW holdings is $2.42 Mil, reflecting a 21.01% gain to date.

WHITTIER TRUST CO OF NEVADA INC SCHW ($92.32) Holding Chart

WHITTIER TRUST CO OF NEVADA INC SCHW ($92.32) 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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