Number of Shares
7,572.00
Current Holdings Value*
$705,480.00
% of Portfolio
0.93%
Total Estimate Gain
$801,476.40
% of Total Estimate Gain
54.72%

Schwab Fundamental Global Real Estate Index Fund's Iron Mountain Inc Holding Summary

As of 2025-02-28, SCHWAB CAPITAL TRUST held 7,572.00 shares of Iron Mountain Inc(IRM), totaling $705,480.00. This investment constitutes 0.93% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0% of the outstanding Iron Mountain Inc(IRM) stock.

The initial trade took place in 2021Q4. In addition, there have been 14 sales at an average price of $62.35 for 24,239.00 shares. Based on historical transaction data and IRM's current price of $99.67, Schwab Fundamental Global Real Estate Index Fund's estimated gain on his IRM holdings is $801,476.40, reflecting a 54.72% gain to date.

Schwab Fundamental Global Real Estate Index Fund IRM ($99.67) Holding Chart

Schwab Fundamental Global Real Estate Index Fund IRM ($99.67) 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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