Ken Fisher SCHW Holdings History
Ken Fisher's Charles Schwab Corp Holding Summary
As of 2024-03-31, Fisher Asset Management, LLC held 19.16 Mil shares of Charles Schwab Corp(SCHW), totaling $1.39 Bil. This investment constitutes 0.65% of their stock portfolio, and Fisher Asset Management, LLC now holds 1.05% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2009Q1. And since then Ken Fisher has made 13 purchases of SCHW, at an average price of $68.19, for a total of 19.20 Mil shares. In addition, there have been 8 sales at an average price of $31.08 for 36,421.00 shares. Based on historical transaction data and SCHW's current price of $72.27, Ken Fisher's estimated gain on his SCHW holdings is $76.89 Mil, reflecting a 5.87% gain to date.
Ken Fisher SCHW ($72.27) Holding Chart
Ken Fisher SCHW ($72.27) 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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