LargeCap S&P 500 Index Fund SCHW Holdings History
LargeCap S&P 500 Index Fund's Charles Schwab Corp Holding Summary
As of 2025-04-30, PRINCIPAL FUNDS INC held 300,231.00 shares of Charles Schwab Corp(SCHW), totaling $24.44 Mil. This investment constitutes 0.29% of their stock portfolio, and PRINCIPAL FUNDS INC now holds 0.02% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q4. And since then LargeCap S&P 500 Index Fund has made 9 purchases of SCHW, at an average price of $46.36, for a total of 420,959.00 shares. In addition, there have been 12 sales at an average price of $53.20 for 120,728.00 shares. Based on historical transaction data and SCHW's current price of $91.97, LargeCap S&P 500 Index Fund's estimated gain on his SCHW holdings is $14.52 Mil, reflecting a 74.38% gain to date.
LargeCap S&P 500 Index Fund SCHW ($91.97) Holding Chart
LargeCap S&P 500 Index 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 % | |||
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