Watts Gwilliam & Co., LLC SCHW Holdings History
Watts Gwilliam & Co., LLC's Charles Schwab Corp Holding Summary
As of 2025-03-31, Watts Gwilliam & Co., LLC held - shares of Charles Schwab Corp(SCHW), totaling N/A. This investment constitutes 0% of their stock portfolio, and Watts Gwilliam & Co., LLC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2024Q1. And since then Watts Gwilliam & Co., LLC has made 1 purchases of SCHW, at an average price of $65.82, for a total of 26,959.00 shares. In addition, there have been 2 sales at an average price of $78.14 for 26,959.00 shares. Based on historical transaction data and SCHW's current price of $91.34, Watts Gwilliam & Co., LLC's estimated gain on his SCHW holdings is $332,138.91, reflecting a 18.72% gain to date.
Watts Gwilliam & Co., LLC SCHW ($91.34) Holding Chart
Watts Gwilliam & Co., LLC SCHW ($91.34) 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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