SHORT DURATION FUND SCHW Holdings History

Number of Shares
2.33 Mil
Current Holdings Value*
$2.27 Mil
% of Portfolio
2.9%
Total Estimate Gain
$48.82 Mil
% of Total Estimate Gain
16.97%

SHORT DURATION FUND's Charles Schwab Corp Holding Summary

As of 2025-03-31, AMERICAN CENTURY INVESTMENT TRUST held 2.33 Mil shares of Charles Schwab Corp(SCHW), totaling $2.27 Mil. This investment constitutes 2.9% of their stock portfolio, and AMERICAN CENTURY INVESTMENT TRUST now holds 0.13% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2021Q1. And since then SHORT DURATION FUND has made 2 purchases of SCHW, at an average price of $70.84, for a total of 4.06 Mil shares. In addition, there have been 1 sales at an average price of $70.66 for 1.74 Mil shares. Based on historical transaction data and SCHW's current price of $91.97, SHORT DURATION FUND's estimated gain on his SCHW holdings is $48.82 Mil, reflecting a 16.97% gain to date.

SHORT DURATION FUND SCHW ($91.97) Holding Chart

SHORT DURATION FUND SCHW ($91.97) 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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