Number of Shares
1.78 Mil
Current Holdings Value*
$141.78 Mil
% of Portfolio
1.71%
Total Estimate Gain
$36.31 Mil
% of Total Estimate Gain
20.44%

Neuberger Berman Large Cap Value Fund's Charles Schwab Corp Holding Summary

As of 2025-02-28, NEUBERGER BERMAN EQUITY FUNDS held 1.78 Mil shares of Charles Schwab Corp(SCHW), totaling $141.78 Mil. This investment constitutes 1.71% of their stock portfolio, and NEUBERGER BERMAN EQUITY FUNDS now holds 0.1% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2020Q4. And since then Neuberger Berman Large Cap Value Fund has made 5 purchases of SCHW, at an average price of $72.50, for a total of 2.45 Mil shares. In addition, there have been 2 sales at an average price of $76.22 for 667,558.00 shares. Based on historical transaction data and SCHW's current price of $91.48, Neuberger Berman Large Cap Value Fund's estimated gain on his SCHW holdings is $36.31 Mil, reflecting a 20.44% gain to date.

Neuberger Berman Large Cap Value Fund SCHW ($91.48) Holding Chart

Neuberger Berman Large Cap Value Fund SCHW ($91.48) 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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