Number of Shares
95,632.00
Current Holdings Value*
$23.27 Mil
% of Portfolio
0.4%
Total Estimate Gain
$15.87 Mil
% of Total Estimate Gain
156.36%

Schwab Small-Cap Index Fund's Applied Industrial Technologies Inc Holding Summary

As of 2025-04-30, SCHWAB CAPITAL TRUST held 95,632.00 shares of Applied Industrial Technologies Inc(AIT), totaling $23.27 Mil. This investment constitutes 0.4% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.25% of the outstanding Applied Industrial Technologies Inc(AIT) stock.

The initial trade took place in 2021Q4. And since then Schwab Small-Cap Index Fund has made 10 purchases of AIT, at an average price of $102.91, for a total of 98,604.00 shares. In addition, there have been 5 sales at an average price of $161.40 for 2,972.00 shares. Based on historical transaction data and AIT's current price of $267.01, Schwab Small-Cap Index Fund's estimated gain on his AIT holdings is $15.87 Mil, reflecting a 156.36% gain to date.

Schwab Small-Cap Index Fund AIT ($267.01) Holding Chart

Schwab Small-Cap Index Fund AIT ($267.01) 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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