MFS Total Return Fund SCHW Holdings History
MFS Total Return Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, MFS SERIES TRUST V held 2.28 Mil shares of Charles Schwab Corp(SCHW), totaling $178.35 Mil. This investment constitutes 3.83% of their stock portfolio, and MFS SERIES TRUST V now holds 0.13% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q3. And since then MFS Total Return Fund has made 4 purchases of SCHW, at an average price of $74.44, for a total of 2.85 Mil shares. In addition, there have been 8 sales at an average price of $73.50 for 573,564.00 shares. Based on historical transaction data and SCHW's current price of $91.97, MFS Total Return Fund's estimated gain on his SCHW holdings is $39.39 Mil, reflecting a 18.55% gain to date.
MFS Total Return Fund SCHW ($91.97) Holding Chart
MFS Total Return Fund SCHW ($91.97) 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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