Neiman Large Cap Value Fund SCHW Holdings History
Neiman Large Cap Value Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, NEIMAN FUNDS held 14,600.00 shares of Charles Schwab Corp(SCHW), totaling $1.14 Mil. This investment constitutes 3.42% of their stock portfolio, and NEIMAN FUNDS now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q1. And since then Neiman Large Cap Value Fund has made 7 purchases of SCHW, at an average price of $49.31, for a total of 24,600.00 shares. In addition, there have been 3 sales at an average price of $63.54 for 10,000.00 shares. Based on historical transaction data and SCHW's current price of $91.95, Neiman Large Cap Value Fund's estimated gain on his SCHW holdings is $764,822.00, reflecting a 63.05% gain to date.
Neiman Large Cap Value Fund SCHW ($91.95) Holding Chart
Neiman Large Cap Value Fund SCHW ($91.95) 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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