Dodge & Cox Stock Fund SCHW Holdings History
Dodge & Cox Stock Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, DODGE & COX FUNDS held 60.29 Mil shares of Charles Schwab Corp(SCHW), totaling $4.72 Bil. This investment constitutes 4.18% of their stock portfolio, and DODGE & COX FUNDS now holds 3.32% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q3. And since then Dodge & Cox Stock Fund has made 8 purchases of SCHW, at an average price of $44.83, for a total of 75.35 Mil shares. In addition, there have been 3 sales at an average price of $74.85 for 15.06 Mil shares. Based on historical transaction data and SCHW's current price of $95.80, Dodge & Cox Stock Fund's estimated gain on his SCHW holdings is $3.53 Bil, reflecting a 104.36% gain to date.
Dodge & Cox Stock Fund SCHW ($95.80) Holding Chart
Dodge & Cox Stock 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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