Becker Value Equity Fund SCHW Holdings History
Becker Value Equity Fund's Charles Schwab Corp Holding Summary
As of 2025-04-30, PROFESSIONALLY MANAGED PORTFOLIOS held 35,730.00 shares of Charles Schwab Corp(SCHW), totaling $2.91 Mil. This investment constitutes 3.27% of their stock portfolio, and PROFESSIONALLY MANAGED PORTFOLIOS now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q2. In addition, there have been 6 sales at an average price of $60.68 for 68,365.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Becker Value Equity Fund's estimated gain on his SCHW holdings is $3.61 Mil, reflecting a 90.91% gain to date.
Becker Value Equity Fund SCHW ($95.80) Holding Chart
Becker Value 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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