Schwab Fundamental Global Real Estate Index Fund WELL Holdings History
Schwab Fundamental Global Real Estate Index Fund's Welltower Inc Holding Summary
As of 2025-02-28, SCHWAB CAPITAL TRUST held 10,993.00 shares of Welltower Inc(WELL), totaling $1.69 Mil. This investment constitutes 2.22% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2021Q4. And since then Schwab Fundamental Global Real Estate Index Fund has made 1 purchases of WELL, at an average price of $84.49, for a total of 31,937.00 shares. In addition, there have been 13 sales at an average price of $88.27 for 20,944.00 shares. Based on historical transaction data and WELL's current price of $157.45, Schwab Fundamental Global Real Estate Index Fund's estimated gain on his WELL holdings is $881,277.55, reflecting a 32.66% gain to date.
Schwab Fundamental Global Real Estate Index Fund WELL ($157.45) Holding Chart
Schwab Fundamental Global Real Estate Index Fund WELL ($157.45) 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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