Lee Ainslie SCHW Holdings History

Number of Shares
1.43 Mil
Current Holdings Value*
$111.56 Mil
% of Portfolio
1.97%
Total Estimate Gain
$15.77 Mil
% of Total Estimate Gain
2.82%

Lee Ainslie's Charles Schwab Corp Holding Summary

As of 2025-03-31, Maverick Capital ltd held 1.43 Mil shares of Charles Schwab Corp(SCHW), totaling $111.56 Mil. This investment constitutes 1.97% of their stock portfolio, and Maverick Capital ltd now holds 0.08% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2017Q4. And since then Lee Ainslie has made 12 purchases of SCHW, at an average price of $53.48, for a total of 10.47 Mil shares. In addition, there have been 5 sales at an average price of $48.69 for 9.05 Mil shares. Based on historical transaction data and SCHW's current price of $95.00, Lee Ainslie's estimated gain on his SCHW holdings is $15.77 Mil, reflecting a 2.82% gain to date.

Lee Ainslie SCHW ($95.00) Holding Chart

Lee Ainslie SCHW ($95.00) 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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