Fidelity 500 Index Fund SCHW Holdings History
Fidelity 500 Index Fund's Charles Schwab Corp Holding Summary
As of 2025-02-28, FIDELITY CONCORD STREET TRUST held 21.35 Mil shares of Charles Schwab Corp(SCHW), totaling $1.70 Bil. This investment constitutes 0.27% of their stock portfolio, and FIDELITY CONCORD STREET TRUST now holds 1.17% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2021Q4. And since then Fidelity 500 Index Fund has made 13 purchases of SCHW, at an average price of $76.62, for a total of 21.39 Mil shares. In addition, there have been 1 sales at an average price of $59.46 for 43,649.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Fidelity 500 Index Fund's estimated gain on his SCHW holdings is $408.65 Mil, reflecting a 24.93% gain to date.
Fidelity 500 Index Fund SCHW ($95.80) Holding Chart
Fidelity 500 Index 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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