Number of Shares
15,000.00
Current Holdings Value*
$1.22 Mil
% of Portfolio
2.06%
Total Estimate Gain
$647,150.00
% of Total Estimate Gain
82.58%

Aggressive Growth Portfolio's Charles Schwab Corp Holding Summary

As of 2025-04-30, PERMANENT PORTFOLIO FAMILY OF FUNDS held 15,000.00 shares of Charles Schwab Corp(SCHW), totaling $1.22 Mil. This investment constitutes 2.06% of their stock portfolio, and PERMANENT PORTFOLIO FAMILY OF FUNDS now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2019Q4. And since then Aggressive Growth Portfolio has made 1 purchases of SCHW, at an average price of $52.25, for a total of 15,000.00 shares. Based on historical transaction data and SCHW's current price of $95.39, Aggressive Growth Portfolio's estimated gain on his SCHW holdings is $647,150.00, reflecting a 82.58% gain to date.

Aggressive Growth Portfolio SCHW ($95.39) Holding Chart

Aggressive Growth Portfolio SCHW ($95.39) 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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