Fidelity Founders Fund SCHW Holdings History
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 $96.50, Fidelity Founders Fund's estimated gain on his SCHW holdings is $424,665.54, reflecting a 10.95% gain to date.
Fidelity Founders Fund SCHW ($96.50) Holding Chart
Fidelity Founders Fund SCHW ($96.50) 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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