Warther Private Wealth, LLC SCHW Holdings History
Warther Private Wealth, LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, Warther Private Wealth, LLC held 269,060.00 shares of Charles Schwab Corp(SCHW), totaling $21.06 Mil. This investment constitutes 6.93% of their stock portfolio, and Warther Private Wealth, LLC now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q1. And since then Warther Private Wealth, LLC has made 7 purchases of SCHW, at an average price of $64.58, for a total of 287,605.00 shares. In addition, there have been 2 sales at an average price of $72.73 for 18,545.00 shares. Based on historical transaction data and SCHW's current price of $95.15, Warther Private Wealth, LLC's estimated gain on his SCHW holdings is $8.38 Mil, reflecting a 45.10% gain to date.
Warther Private Wealth, LLC SCHW ($95.15) Holding Chart
Warther Private Wealth, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
