FMI Large Cap Fund SCHW Holdings History
FMI Large Cap Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, FMI Large Cap Fund held 1.18 Mil shares of Charles Schwab Corp(SCHW), totaling $91.98 Mil. This investment constitutes 6.54% of their stock portfolio, and FMI Large Cap Fund now holds 0.06% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q3. And since then FMI Large Cap Fund has made 6 purchases of SCHW, at an average price of $46.28, for a total of 4.01 Mil shares. In addition, there have been 15 sales at an average price of $63.16 for 2.83 Mil shares. Based on historical transaction data and SCHW's current price of $91.97, FMI Large Cap Fund's estimated gain on his SCHW holdings is $101.53 Mil, reflecting a 54.71% gain to date.
FMI Large Cap Fund SCHW ($91.97) Holding Chart
FMI Large Cap Fund SCHW ($91.97) 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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