John Rogers SCHW Holdings History
John Rogers's Charles Schwab Corp Holding Summary
As of 2025-03-31, Ariel Investment, LLC held 558,167.00 shares of Charles Schwab Corp(SCHW), totaling $43.69 Mil. This investment constitutes 0.51% of their stock portfolio, and Ariel Investment, LLC now holds 0.03% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q1. And since then John Rogers has made 9 purchases of SCHW, at an average price of $49.99, for a total of 1.92 Mil shares. In addition, there have been 12 sales at an average price of $70.56 for 1.36 Mil shares. Based on historical transaction data and SCHW's current price of $95.80, John Rogers's estimated gain on his SCHW holdings is $53.55 Mil, reflecting a 55.86% gain to date.
John Rogers SCHW ($95.80) Holding Chart
John Rogers SCHW ($95.80) 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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