Number of Shares
243,183.00
Current Holdings Value*
$21.10 Mil
% of Portfolio
0.36%
Total Estimate Gain
$4.01 Mil
% of Total Estimate Gain
19.64%

Schwab Small-Cap Index Fund's SouthState Corp Holding Summary

As of 2025-04-30, SCHWAB CAPITAL TRUST held 243,183.00 shares of SouthState Corp(SSB), totaling $21.10 Mil. This investment constitutes 0.36% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.24% of the outstanding SouthState Corp(SSB) stock.

The initial trade took place in 2021Q4. And since then Schwab Small-Cap Index Fund has made 10 purchases of SSB, at an average price of $80.68, for a total of 252,970.00 shares. In addition, there have been 5 sales at an average price of $79.18 for 9,787.00 shares. Based on historical transaction data and SSB's current price of $97.22, Schwab Small-Cap Index Fund's estimated gain on his SSB holdings is $4.01 Mil, reflecting a 19.64% gain to date.

Schwab Small-Cap Index Fund SSB ($97.22) Holding Chart

Schwab Small-Cap Index Fund SSB ($97.22) 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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