Beck, Mack & Oliver Partners Fund SCHW Holdings History
Beck, Mack & Oliver Partners Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, FORUM FUNDS held 35,000.00 shares of Charles Schwab Corp(SCHW), totaling $2.74 Mil. This investment constitutes 3.99% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q1. And since then Beck, Mack & Oliver Partners Fund has made 5 purchases of SCHW, at an average price of $57.48, for a total of 35,000.00 shares. Based on historical transaction data and SCHW's current price of $96.50, Beck, Mack & Oliver Partners Fund's estimated gain on his SCHW holdings is $1.37 Mil, reflecting a 67.87% gain to date.
Beck, Mack & Oliver Partners Fund SCHW ($96.50) Holding Chart
Beck, Mack & Oliver Partners Fund SCHW ($96.50) 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
