Fundamental Equity Portfolio SCHW Holdings History
Fundamental Equity Portfolio's Charles Schwab Corp Holding Summary
As of 2025-03-31, LORD ABBETT SERIES FUND INC held 58,554.00 shares of Charles Schwab Corp(SCHW), totaling $4.58 Mil. This investment constitutes 2.47% of their stock portfolio, and LORD ABBETT SERIES FUND INC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2022Q3. And since then Fundamental Equity Portfolio has made 6 purchases of SCHW, at an average price of $66.96, for a total of 88,988.00 shares. In addition, there have been 5 sales at an average price of $72.40 for 30,434.00 shares. Based on historical transaction data and SCHW's current price of $91.48, Fundamental Equity Portfolio's estimated gain on his SCHW holdings is $1.60 Mil, reflecting a 26.88% gain to date.
Fundamental Equity Portfolio SCHW ($91.48) Holding Chart
Fundamental Equity Portfolio SCHW ($91.48) 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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