CRM All Cap Value Fund SCHW Holdings History
CRM All Cap Value Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, CRM Mutual Fund Trust held 9,430.00 shares of Charles Schwab Corp(SCHW), totaling $738,180.00. This investment constitutes 3.53% of their stock portfolio, and CRM Mutual Fund Trust now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q1. And since then CRM All Cap Value Fund has made 6 purchases of SCHW, at an average price of $53.20, for a total of 33,228.00 shares. In addition, there have been 7 sales at an average price of $42.89 for 23,798.00 shares. Based on historical transaction data and SCHW's current price of $91.69, CRM All Cap Value Fund's estimated gain on his SCHW holdings is $117,839.67, reflecting a 6.67% gain to date.
CRM All Cap Value Fund SCHW ($91.69) Holding Chart
CRM All Cap Value Fund SCHW ($91.69) 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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