Number of Shares
39,097.00
Current Holdings Value*
$3.06 Mil
% of Portfolio
5.77%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
49.94%

Artisan Select Equity Fund's Charles Schwab Corp Holding Summary

As of 2025-03-31, ARTISAN PARTNERS FUNDS INC held 39,097.00 shares of Charles Schwab Corp(SCHW), totaling $3.06 Mil. This investment constitutes 5.77% of their stock portfolio, and ARTISAN PARTNERS FUNDS INC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2023Q1. And since then Artisan Select Equity Fund has made 7 purchases of SCHW, at an average price of $62.62, for a total of 43,057.00 shares. In addition, there have been 1 sales at an average price of $75.00 for 3,960.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Artisan Select Equity Fund's estimated gain on his SCHW holdings is $1.35 Mil, reflecting a 49.94% gain to date.

Artisan Select Equity Fund SCHW ($95.80) Holding Chart

Artisan Select Equity Fund SCHW ($95.80) 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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