Bramshill Income Performance Fund SCHW Holdings History
Bramshill Income Performance Fund's Charles Schwab Corp Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 22.66 Mil shares of Charles Schwab Corp(SCHW), totaling $22.42 Mil. This investment constitutes 6.13% of their stock portfolio, and Trust for Advised Portfolios now holds 1.24% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q2. And since then Bramshill Income Performance Fund has made 9 purchases of SCHW, at an average price of $52.50, for a total of 24.61 Mil shares. In addition, there have been 3 sales at an average price of $72.78 for 1.95 Mil shares. Based on historical transaction data and SCHW's current price of $95.80, Bramshill Income Performance Fund's estimated gain on his SCHW holdings is $1.02 Bil, reflecting a 79.02% gain to date.
Bramshill Income Performance Fund SCHW ($95.80) Holding Chart
Bramshill Income Performance 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
