AB Tax-Managed Wealth Appreciation Strategy SCHW Holdings History
AB Tax-Managed Wealth Appreciation Strategy's Charles Schwab Corp Holding Summary
As of 2025-02-28, AB PORTFOLIOS held 132,942.00 shares of Charles Schwab Corp(SCHW), totaling $10.57 Mil. This investment constitutes 1.92% of their stock portfolio, and AB PORTFOLIOS now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2022Q3. And since then AB Tax-Managed Wealth Appreciation Strategy has made 9 purchases of SCHW, at an average price of $71.51, for a total of 141,073.00 shares. In addition, there have been 2 sales at an average price of $64.80 for 8,131.00 shares. Based on historical transaction data and SCHW's current price of $91.97, AB Tax-Managed Wealth Appreciation Strategy's estimated gain on his SCHW holdings is $2.67 Mil, reflecting a 26.42% gain to date.
AB Tax-Managed Wealth Appreciation Strategy SCHW ($91.97) Holding Chart
AB Tax-Managed Wealth Appreciation Strategy SCHW ($91.97) 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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