SEQUOIA FUND INC SCHW Holdings History

Number of Shares
2.53 Mil
Current Holdings Value*
$198.22 Mil
% of Portfolio
6%
Total Estimate Gain
$158.92 Mil
% of Total Estimate Gain
81.63%

SEQUOIA FUND INC's Charles Schwab Corp Holding Summary

As of 2025-03-31, SEQUOIA FUND INC held 2.53 Mil shares of Charles Schwab Corp(SCHW), totaling $198.22 Mil. This investment constitutes 6% of their stock portfolio, and SEQUOIA FUND INC now holds 0.14% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2019Q3. And since then SEQUOIA FUND INC has made 2 purchases of SCHW, at an average price of $41.84, for a total of 4.65 Mil shares. In addition, there have been 9 sales at an average price of $57.40 for 2.12 Mil shares. Based on historical transaction data and SCHW's current price of $91.56, SEQUOIA FUND INC's estimated gain on his SCHW holdings is $158.92 Mil, reflecting a 81.63% gain to date.

SEQUOIA FUND INC SCHW ($91.56) Holding Chart

SEQUOIA FUND INC SCHW ($91.56) 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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