NVIT J.P. Morgan Innovators Fund SCHW Holdings History
NVIT J.P. Morgan Innovators Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, NATIONWIDE VARIABLE INSURANCE TRUST held 2,652.00 shares of Charles Schwab Corp(SCHW), totaling $207,600.00. This investment constitutes 2.96% of their stock portfolio, and NATIONWIDE VARIABLE INSURANCE TRUST now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q3. And since then NVIT J.P. Morgan Innovators Fund has made 5 purchases of SCHW, at an average price of $63.10, for a total of 2,903.00 shares. In addition, there have been 1 sales at an average price of $75.00 for 251.00 shares. Based on historical transaction data and SCHW's current price of $95.80, NVIT J.P. Morgan Innovators Fund's estimated gain on his SCHW holdings is $89,716.23, reflecting a 48.98% gain to date.
NVIT J.P. Morgan Innovators Fund SCHW ($95.80) Holding Chart
NVIT J.P. Morgan Innovators Fund 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 % | |||
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