Nicholas Equity Income Fund, Inc. SCHW Holdings History
Nicholas Equity Income Fund, Inc.'s Charles Schwab Corp Holding Summary
As of 2025-03-31, Nicholas Equity Income Fund, Inc. held 136,345.00 shares of Charles Schwab Corp(SCHW), totaling $10.67 Mil. This investment constitutes 2.44% of their stock portfolio, and Nicholas Equity Income Fund, Inc. now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q4. And since then Nicholas Equity Income Fund, Inc. has made 6 purchases of SCHW, at an average price of $45.88, for a total of 217,325.00 shares. In addition, there have been 3 sales at an average price of $68.62 for 80,980.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Nicholas Equity Income Fund, Inc.'s estimated gain on his SCHW holdings is $8.65 Mil, reflecting a 86.74% gain to date.
Nicholas Equity Income Fund, Inc. SCHW ($95.80) Holding Chart
Nicholas Equity Income Fund, Inc. 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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