RPTC Inc. SCHW Holdings History

Number of Shares
3.82 Mil
Current Holdings Value*
$299.23 Mil
% of Portfolio
60.1%
Total Estimate Gain
$230.30 Mil
% of Total Estimate Gain
87.14%

RPTC Inc.'s Charles Schwab Corp Holding Summary

As of 2025-03-31, RPTC Inc. held 3.82 Mil shares of Charles Schwab Corp(SCHW), totaling $299.23 Mil. This investment constitutes 60.1% of their stock portfolio, and RPTC Inc. now holds 0.21% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2020Q4. And since then RPTC Inc. has made 1 purchases of SCHW, at an average price of $45.39, for a total of 5.82 Mil shares. In addition, there have been 2 sales at an average price of $70.84 for 2.00 Mil shares. Based on historical transaction data and SCHW's current price of $92.32, RPTC Inc.'s estimated gain on his SCHW holdings is $230.30 Mil, reflecting a 87.14% gain to date.

RPTC Inc. SCHW ($92.32) Holding Chart

RPTC Inc. SCHW ($92.32) 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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