MFS Total Return Series SCHW Holdings History
MFS Total Return Series's Charles Schwab Corp Holding Summary
As of 2025-03-31, MFS VARIABLE INSURANCE TRUST held 617,234.00 shares of Charles Schwab Corp(SCHW), totaling $48.32 Mil. This investment constitutes 3.83% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST now holds 0.03% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q3. And since then MFS Total Return Series has made 9 purchases of SCHW, at an average price of $48.80, for a total of 930,840.00 shares. In addition, there have been 11 sales at an average price of $71.97 for 313,606.00 shares. Based on historical transaction data and SCHW's current price of $89.86, MFS Total Return Series's estimated gain on his SCHW holdings is $32.61 Mil, reflecting a 71.78% gain to date.
MFS Total Return Series SCHW ($89.86) Holding Chart
MFS Total Return Series SCHW ($89.86) 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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