Chris Davis SCHW Holdings History

Number of Shares
297,606.00
Current Holdings Value*
$23.30 Mil
% of Portfolio
0.13%
Total Estimate Gain
$457.43 Mil
% of Total Estimate Gain
90.16%

Chris Davis's Charles Schwab Corp Holding Summary

As of 2025-03-31, Davis Selected Advisers held 297,606.00 shares of Charles Schwab Corp(SCHW), totaling $23.30 Mil. This investment constitutes 0.13% of their stock portfolio, and Davis Selected Advisers now holds 0.02% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2009Q1. And since then Chris Davis has made 21 purchases of SCHW, at an average price of $17.71, for a total of 28.65 Mil shares. In addition, there have been 44 sales at an average price of $33.06 for 28.35 Mil shares. Based on historical transaction data and SCHW's current price of $92.60, Chris Davis's estimated gain on his SCHW holdings is $457.43 Mil, reflecting a 90.16% gain to date.

Chris Davis SCHW ($92.60) Holding Chart

Chris Davis 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 %

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