Schwab S&P 500 Index Portfolio SCHW Holdings History
Schwab S&P 500 Index Portfolio's Charles Schwab Corp Holding Summary
As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 87,461.00 shares of Charles Schwab Corp(SCHW), totaling $6.85 Mil. This investment constitutes 0.28% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q3. And since then Schwab S&P 500 Index Portfolio has made 9 purchases of SCHW, at an average price of $73.52, for a total of 135,711.00 shares. In addition, there have been 4 sales at an average price of $53.64 for 48,250.00 shares. Based on historical transaction data and SCHW's current price of $95.13, Schwab S&P 500 Index Portfolio's estimated gain on his SCHW holdings is $931,397.01, reflecting a 9.34% gain to date.
Schwab S&P 500 Index Portfolio SCHW ($95.13) Holding Chart
Schwab S&P 500 Index Portfolio SCHW ($95.13) 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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