WHITTIER TRUST CO SCHW Holdings History

Number of Shares
368,994.00
Current Holdings Value*
$28.88 Mil
% of Portfolio
0.4%
Total Estimate Gain
$8.57 Mil
% of Total Estimate Gain
21.51%

WHITTIER TRUST CO's Charles Schwab Corp Holding Summary

As of 2025-03-31, WHITTIER TRUST CO held 368,994.00 shares of Charles Schwab Corp(SCHW), totaling $28.88 Mil. This investment constitutes 0.4% of their stock portfolio, and WHITTIER TRUST CO now holds 0.02% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2013Q4. And since then WHITTIER TRUST CO has made 15 purchases of SCHW, at an average price of $62.16, for a total of 641,364.00 shares. In addition, there have been 19 sales at an average price of $48.95 for 272,370.00 shares. Based on historical transaction data and SCHW's current price of $95.15, WHITTIER TRUST CO's estimated gain on his SCHW holdings is $8.57 Mil, reflecting a 21.51% gain to date.

WHITTIER TRUST CO SCHW ($95.15) Holding Chart

WHITTIER TRUST CO SCHW ($95.15) 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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