Aggressive Growth Portfolio SCHW Holdings History
Number of Shares
15,000.00
Current Holdings Value*
$1.22 Mil
% of Portfolio
2.06%
Total Estimate Gain
$643,550.00
% of Total Estimate Gain
82.12%
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 $95.15, Aggressive Growth Portfolio's estimated gain on his SCHW holdings is $643,550.00, reflecting a 82.12% gain to date.
Aggressive Growth Portfolio SCHW ($95.15) Holding Chart
Aggressive Growth Portfolio 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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