MFS Blended Research Value Equity Fund SCHW Holdings History
MFS Blended Research Value Equity Fund's Charles Schwab Corp Holding Summary
As of 2025-02-28, MFS SERIES TRUST X held 43,544.00 shares of Charles Schwab Corp(SCHW), totaling $3.46 Mil. This investment constitutes 1.18% of their stock portfolio, and MFS SERIES TRUST X now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q1. And since then MFS Blended Research Value Equity Fund has made 8 purchases of SCHW, at an average price of $63.33, for a total of 127,415.00 shares. In addition, there have been 4 sales at an average price of $57.31 for 83,871.00 shares. Based on historical transaction data and SCHW's current price of $94.89, MFS Blended Research Value Equity Fund's estimated gain on his SCHW holdings is $869,194.94, reflecting a 10.77% gain to date.
MFS Blended Research Value Equity Fund SCHW ($94.89) Holding Chart
MFS Blended Research Value Equity Fund SCHW ($94.89) 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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