Ariel Appreciation Fund SCHW Holdings History
Ariel Appreciation Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, ARIEL INVESTMENT TRUST held 335,659.00 shares of Charles Schwab Corp(SCHW), totaling $26.28 Mil. This investment constitutes 3.1% of their stock portfolio, and ARIEL INVESTMENT TRUST now holds 0.02% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q1. And since then Ariel Appreciation Fund has made 8 purchases of SCHW, at an average price of $48.80, for a total of 1.08 Mil shares. In addition, there have been 7 sales at an average price of $73.27 for 746,514.00 shares. Based on historical transaction data and SCHW's current price of $95.31, Ariel Appreciation Fund's estimated gain on his SCHW holdings is $33.87 Mil, reflecting a 64.14% gain to date.
Ariel Appreciation Fund SCHW ($95.31) Holding Chart
Ariel Appreciation Fund SCHW ($95.31) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
