Clarkston Founders Fund SCHW Holdings History
Clarkston Founders Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, ALPS Series Trust held 335,000.00 shares of Charles Schwab Corp(SCHW), totaling $26.22 Mil. This investment constitutes 3.79% of their stock portfolio, and ALPS Series Trust now holds 0.02% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q1. And since then Clarkston Founders Fund has made 7 purchases of SCHW, at an average price of $58.61, for a total of 400,000.00 shares. In addition, there have been 1 sales at an average price of $78.48 for 65,000.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Clarkston Founders Fund's estimated gain on his SCHW holdings is $13.75 Mil, reflecting a 58.65% gain to date.
Clarkston Founders Fund SCHW ($95.80) Holding Chart
Clarkston Founders 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 % | |||
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