Lazard US Sustainable Equity Portfolio SCHW Holdings History
Lazard US Sustainable Equity Portfolio's Charles Schwab Corp Holding Summary
As of 2025-03-31, LAZARD FUNDS INC held 3,671.00 shares of Charles Schwab Corp(SCHW), totaling $287,370.00. This investment constitutes 3.24% of their stock portfolio, and LAZARD FUNDS INC now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q3. And since then Lazard US Sustainable Equity Portfolio has made 7 purchases of SCHW, at an average price of $50.23, for a total of 7,146.00 shares. In addition, there have been 4 sales at an average price of $65.51 for 3,475.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Lazard US Sustainable Equity Portfolio's estimated gain on his SCHW holdings is $220,370.71, reflecting a 61.39% gain to date.
Lazard US Sustainable Equity Portfolio SCHW ($95.80) Holding Chart
Lazard US Sustainable Equity Portfolio 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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