Number of Shares
34,549.00
Current Holdings Value*
$2.81 Mil
% of Portfolio
1.65%
Total Estimate Gain
$386,316.15
% of Total Estimate Gain
9.96%

Fidelity Founders Fund's Charles Schwab Corp Holding Summary

As of 2025-04-30, FIDELITY CONCORD STREET TRUST held 34,549.00 shares of Charles Schwab Corp(SCHW), totaling $2.81 Mil. This investment constitutes 1.65% of their stock portfolio, and FIDELITY CONCORD STREET TRUST now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2021Q4. And since then Fidelity Founders Fund has made 3 purchases of SCHW, at an average price of $78.29, for a total of 49,547.00 shares. In addition, there have been 2 sales at an average price of $64.66 for 14,998.00 shares. Based on historical transaction data and SCHW's current price of $95.39, Fidelity Founders Fund's estimated gain on his SCHW holdings is $386,316.15, reflecting a 9.96% gain to date.

Fidelity Founders Fund SCHW ($95.39) Holding Chart

Fidelity Founders Fund SCHW ($95.39) 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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