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 %

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