Hodges Fund SCHW Holdings History
Hodges Fund's Charles Schwab Corp Holding Summary
As of 2023-06-30, PROFESSIONALLY MANAGED PORTFOLIOS held 100,000.00 shares of Charles Schwab Corp(SCHW), totaling $5.67 Mil. This investment constitutes 3.65% of their stock portfolio, and PROFESSIONALLY MANAGED PORTFOLIOS now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2021Q1. And since then Hodges Fund has made 3 purchases of SCHW, at an average price of $63.71, for a total of 200,000.00 shares. In addition, there have been 2 sales at an average price of $71.37 for 100,000.00 shares. Based on historical transaction data and SCHW's current price of $92.44, Hodges Fund's estimated gain on his SCHW holdings is $3.64 Mil, reflecting a 28.55% gain to date.
Hodges Fund SCHW ($92.44) Holding Chart
Hodges Fund SCHW ($92.44) 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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