STERLING CAPITAL EQUITY INCOME FUND SCHW Holdings History
STERLING CAPITAL EQUITY INCOME FUND's Charles Schwab Corp Holding Summary
As of 2025-03-31, STERLING CAPITAL FUNDS held 1.02 Mil shares of Charles Schwab Corp(SCHW), totaling $79.46 Mil. This investment constitutes 5.76% of their stock portfolio, and STERLING CAPITAL FUNDS now holds 0.06% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2023Q2. And since then STERLING CAPITAL EQUITY INCOME FUND has made 3 purchases of SCHW, at an average price of $53.81, for a total of 1.32 Mil shares. In addition, there have been 5 sales at an average price of $71.23 for 306,352.00 shares. Based on historical transaction data and SCHW's current price of $92.51, STERLING CAPITAL EQUITY INCOME FUND's estimated gain on his SCHW holdings is $44.62 Mil, reflecting a 62.76% gain to date.
STERLING CAPITAL EQUITY INCOME FUND SCHW ($92.51) Holding Chart
STERLING CAPITAL EQUITY INCOME FUND SCHW ($92.51) 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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