Number of Shares
617,234.00
Current Holdings Value*
$48.32 Mil
% of Portfolio
3.83%
Total Estimate Gain
$32.61 Mil
% of Total Estimate Gain
71.78%

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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