Guggenheim Active INvestment Series (GAINS) - Core Plus Fund SCHW Holdings History
Guggenheim Active INvestment Series (GAINS) - Core Plus Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, Guggenheim Active INvestment Series (GAINS) - Core Plus Fund held 150,000.00 shares of Charles Schwab Corp(SCHW), totaling $149,470.00. This investment constitutes 66.39% of their stock portfolio, and Guggenheim Active INvestment Series (GAINS) - Core Plus 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) - Core Plus Fund has made 1 purchases of SCHW, at an average price of $78.48, for a total of 150,000.00 shares. Based on historical transaction data and SCHW's current price of $91.97, Guggenheim Active INvestment Series (GAINS) - Core Plus Fund's estimated gain on his SCHW holdings is $2.02 Mil, reflecting a 17.19% gain to date.
Guggenheim Active INvestment Series (GAINS) - Core Plus Fund SCHW ($91.97) Holding Chart
Guggenheim Active INvestment Series (GAINS) - Core Plus 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
