PSF Stock Index Portfolio SCHW Holdings History
PSF Stock Index Portfolio's Charles Schwab Corp Holding Summary
As of 2025-03-31, PSF Stock Index Portfolio held 289,600.00 shares of Charles Schwab Corp(SCHW), totaling $22.67 Mil. This investment constitutes 0.28% of their stock portfolio, and PSF Stock Index Portfolio now holds 0.02% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q3. And since then PSF Stock Index Portfolio has made 9 purchases of SCHW, at an average price of $52.25, for a total of 318,000.00 shares. In addition, there have been 5 sales at an average price of $62.76 for 28,400.00 shares. Based on historical transaction data and SCHW's current price of $95.80, PSF Stock Index Portfolio's estimated gain on his SCHW holdings is $12.91 Mil, reflecting a 77.69% gain to date.
PSF Stock Index Portfolio SCHW ($95.80) Holding Chart
PSF Stock Index Portfolio 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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