Bill Nygren SCHW Holdings History
Number of Shares
9.49 Mil
Current Holdings Value*
$742.65 Mil
% of Portfolio
3.32%
Total Estimate Gain
$426.64 Mil
% of Total Estimate Gain
43.95%
Bill Nygren's Charles Schwab Corp Holding Summary
As of 2025-03-31, Oakmark Fund held 9.49 Mil shares of Charles Schwab Corp(SCHW), totaling $742.65 Mil. This investment constitutes 3.32% of their stock portfolio, and Oakmark Fund now holds 0.52% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2018Q3. And since then Bill Nygren has made 9 purchases of SCHW, at an average price of $54.45, for a total of 17.83 Mil shares. In addition, there have been 12 sales at an average price of $63.48 for 8.34 Mil shares. Based on historical transaction data and SCHW's current price of $91.48, Bill Nygren's estimated gain on his SCHW holdings is $426.64 Mil, reflecting a 43.95% gain to date.
Bill Nygren SCHW ($91.48) Holding Chart
Bill Nygren SCHW ($91.48) 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