Number of Shares
242,109.00
Current Holdings Value*
$40.54 Mil
% of Portfolio
1.65%
Total Estimate Gain
$54.48 Mil
% of Total Estimate Gain
246.32%

Schwab S&P 500 Index Portfolio's Broadcom Inc Holding Summary

As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 242,109.00 shares of Broadcom Inc(AVGO), totaling $40.54 Mil. This investment constitutes 1.65% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0.01% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2019Q3. And since then Schwab S&P 500 Index Portfolio has made 11 purchases of AVGO, at an average price of $60.16, for a total of 367,639.00 shares. In addition, there have been 2 sales at an average price of $70.37 for 125,530.00 shares. Based on historical transaction data and AVGO's current price of $279.88, Schwab S&P 500 Index Portfolio's estimated gain on his AVGO holdings is $54.48 Mil, reflecting a 246.32% gain to date.

Schwab S&P 500 Index Portfolio AVGO ($279.88) Holding Chart

Schwab S&P 500 Index Portfolio AVGO ($279.88) 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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