MFS Global Equity Series SCHW Holdings History
MFS Global Equity Series's Charles Schwab Corp Holding Summary
As of 2025-03-31, MFS VARIABLE INSURANCE TRUST held 14,784.00 shares of Charles Schwab Corp(SCHW), totaling $1.16 Mil. This investment constitutes 2.63% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q4. And since then MFS Global Equity Series has made 9 purchases of SCHW, at an average price of $51.50, for a total of 21,595.00 shares. In addition, there have been 10 sales at an average price of $73.69 for 6,811.00 shares. Based on historical transaction data and SCHW's current price of $95.80, MFS Global Equity Series's estimated gain on his SCHW holdings is $806,162.68, reflecting a 72.49% gain to date.
MFS Global Equity Series SCHW ($95.80) Holding Chart
MFS Global Equity Series 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
