Number of Shares
701,772.00
Current Holdings Value*
$57.12 Mil
% of Portfolio
2.71%
Total Estimate Gain
$46.23 Mil
% of Total Estimate Gain
93.59%

MFS Global Equity Fund's Charles Schwab Corp Holding Summary

As of 2025-04-30, MFS SERIES TRUST VI held 701,772.00 shares of Charles Schwab Corp(SCHW), totaling $57.12 Mil. This investment constitutes 2.71% of their stock portfolio, and MFS SERIES TRUST VI now holds 0.04% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2020Q1. And since then MFS Global Equity Fund has made 10 purchases of SCHW, at an average price of $45.84, for a total of 1.08 Mil shares. In addition, there have been 10 sales at an average price of $76.77 for 375,912.00 shares. Based on historical transaction data and SCHW's current price of $95.15, MFS Global Equity Fund's estimated gain on his SCHW holdings is $46.23 Mil, reflecting a 93.59% gain to date.

MFS Global Equity Fund SCHW ($95.15) Holding Chart

MFS Global Equity Fund SCHW ($95.15) 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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