Calvert U.S. Large Cap Value Responsible Index Fund SCHW Holdings History
Calvert U.S. Large Cap Value Responsible Index Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, Calvert U.S. Large Cap Value Responsible Index Fund held 108,158.00 shares of Charles Schwab Corp(SCHW), totaling $8.47 Mil. This investment constitutes 0.48% of their stock portfolio, and Calvert U.S. Large Cap Value Responsible Index Fund now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q3. And since then Calvert U.S. Large Cap Value Responsible Index Fund has made 13 purchases of SCHW, at an average price of $51.18, for a total of 311,202.00 shares. In addition, there have been 9 sales at an average price of $72.19 for 203,044.00 shares. Based on historical transaction data and SCHW's current price of $92.60, Calvert U.S. Large Cap Value Responsible Index Fund's estimated gain on his SCHW holdings is $8.75 Mil, reflecting a 54.92% gain to date.
Calvert U.S. Large Cap Value Responsible Index Fund SCHW ($92.60) Holding Chart
Calvert U.S. Large Cap Value Responsible Index Fund SCHW ($92.60) 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
