Charles Schwab Trust Co IUSG Holdings History
Charles Schwab Trust Co's ISHARES TRUST Holding Summary
As of 2025-06-30, Charles Schwab Trust Co held 250,337.00 shares of ISHARES TRUST(IUSG), totaling $37.65 Mil. This investment constitutes 2.83% of their stock portfolio, and Charles Schwab Trust Co now holds 0.16% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2022Q3. And since then Charles Schwab Trust Co has made 7 purchases of IUSG, at an average price of $90.78, for a total of 315,450.00 shares. In addition, there have been 5 sales at an average price of $118.65 for 65,113.00 shares. Based on historical transaction data and IUSG's current price of $153.50, Charles Schwab Trust Co's estimated gain on his IUSG holdings is $17.52 Mil, reflecting a 61.16% gain to date.
Charles Schwab Trust Co IUSG ($153.50) Holding Chart
Charles Schwab Trust Co IUSG ($153.50) 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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