FMI Global Fund SCHW Holdings History
Number of Shares
5,820.00
Current Holdings Value*
$455,590.00
% of Portfolio
4.74%
Total Estimate Gain
$100,802.40
% of Total Estimate Gain
22.07%
FMI Global Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, FMI Global Fund held 5,820.00 shares of Charles Schwab Corp(SCHW), totaling $455,590.00. This investment constitutes 4.74% of their stock portfolio, and FMI Global Fund now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SCHW's current price of $95.80, FMI Global Fund's estimated gain on his SCHW holdings is $100,802.40, reflecting a 22.07% gain to date.
FMI Global Fund SCHW ($95.80) Holding Chart
FMI Global 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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