Provident Trust Strategy Fund SCHW Holdings History
Provident Trust Strategy Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, Provident Mutual Funds, Inc. held 135,045.00 shares of Charles Schwab Corp(SCHW), totaling $10.57 Mil. This investment constitutes 6.6% of their stock portfolio, and Provident Mutual Funds, Inc. now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q1. And since then Provident Trust Strategy Fund has made 2 purchases of SCHW, at an average price of $40.42, for a total of 289,180.00 shares. In addition, there have been 2 sales at an average price of $66.74 for 154,135.00 shares. Based on historical transaction data and SCHW's current price of $95.80, Provident Trust Strategy Fund's estimated gain on his SCHW holdings is $11.54 Mil, reflecting a 98.71% gain to date.
Provident Trust Strategy Fund SCHW ($95.80) Holding Chart
Provident Trust Strategy Fund 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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