Penn Series Index 500 Fund SCHW Holdings History
Penn Series Index 500 Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, Penn Series Index 500 Fund held 28,789.00 shares of Charles Schwab Corp(SCHW), totaling $2.25 Mil. This investment constitutes 0.28% of their stock portfolio, and Penn Series Index 500 Fund now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q3. And since then Penn Series Index 500 Fund has made 7 purchases of SCHW, at an average price of $47.98, for a total of 35,588.00 shares. In addition, there have been 10 sales at an average price of $62.89 for 6,799.00 shares. Based on historical transaction data and SCHW's current price of $96.50, Penn Series Index 500 Fund's estimated gain on his SCHW holdings is $1.50 Mil, reflecting a 87.75% gain to date.
Penn Series Index 500 Fund SCHW ($96.50) Holding Chart
Penn Series Index 500 Fund SCHW ($96.50) 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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