Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund SCHW Holdings History
Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund held 100,000.00 shares of Charles Schwab Corp(SCHW), totaling $99,650.00. This investment constitutes 100% of their stock portfolio, and Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2025Q1. And since then Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund has made 1 purchases of SCHW, at an average price of $78.48, for a total of 100,000.00 shares. Based on historical transaction data and SCHW's current price of $91.97, Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund's estimated gain on his SCHW holdings is $1.35 Mil, reflecting a 17.19% gain to date.
Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund SCHW ($91.97) Holding Chart
Guggenheim Active INvestment Series (GAINS) - Limited Duration 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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