Al Gore SCHW Holdings History

Number of Shares
14.33 Mil
Current Holdings Value*
$1.12 Bil
% of Portfolio
6.77%
Total Estimate Gain
$851.89 Mil
% of Total Estimate Gain
35.34%

Al Gore's Charles Schwab Corp Holding Summary

As of 2025-03-31, GENERATION INVESTMENT MANAGEMENT LLP held 14.33 Mil shares of Charles Schwab Corp(SCHW), totaling $1.12 Bil. This investment constitutes 6.77% of their stock portfolio, and GENERATION INVESTMENT MANAGEMENT LLP now holds 0.79% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2014Q1. And since then Al Gore has made 16 purchases of SCHW, at an average price of $49.15, for a total of 49.04 Mil shares. In addition, there have been 15 sales at an average price of $54.70 for 34.71 Mil shares. Based on historical transaction data and SCHW's current price of $95.15, Al Gore's estimated gain on his SCHW holdings is $851.89 Mil, reflecting a 35.34% gain to date.

Al Gore SCHW ($95.15) Holding Chart

Al Gore 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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