Number of Shares
34,400.00
Current Holdings Value*
$2.74 Mil
% of Portfolio
2.73%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
53.78%

Neuberger Berman Dividend Growth Fund's Charles Schwab Corp Holding Summary

As of 2025-02-28, NEUBERGER BERMAN EQUITY FUNDS held 34,400.00 shares of Charles Schwab Corp(SCHW), totaling $2.74 Mil. This investment constitutes 2.73% of their stock portfolio, and NEUBERGER BERMAN EQUITY FUNDS now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2023Q2. And since then Neuberger Berman Dividend Growth Fund has made 3 purchases of SCHW, at an average price of $56.39, for a total of 40,575.00 shares. In addition, there have been 2 sales at an average price of $68.53 for 6,175.00 shares. Based on historical transaction data and SCHW's current price of $89.98, Neuberger Berman Dividend Growth Fund's estimated gain on his SCHW holdings is $1.23 Mil, reflecting a 53.78% gain to date.

Neuberger Berman Dividend Growth Fund SCHW ($89.98) Holding Chart

Neuberger Berman Dividend Growth Fund SCHW ($89.98) 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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