Hodges Blue Chip Equity Income Fund SCHW Holdings History
Hodges Blue Chip Equity Income Fund's Charles Schwab Corp Holding Summary
As of 2023-06-30, PROFESSIONALLY MANAGED PORTFOLIOS held 8,000.00 shares of Charles Schwab Corp(SCHW), totaling $453,440.00. This investment constitutes 1.52% of their stock portfolio, and PROFESSIONALLY MANAGED PORTFOLIOS now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q2. And since then Hodges Blue Chip Equity Income Fund has made 1 purchases of SCHW, at an average price of $52.38, for a total of 8,000.00 shares. Based on historical transaction data and SCHW's current price of $91.48, Hodges Blue Chip Equity Income Fund's estimated gain on his SCHW holdings is $312,800.00, reflecting a 74.65% gain to date.
Hodges Blue Chip Equity Income Fund SCHW ($91.48) Holding Chart
Hodges Blue Chip Equity Income Fund 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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