Schwab U.S. Large-Cap Value Index Fund WFC Holdings History
Schwab U.S. Large-Cap Value Index Fund's Wells Fargo & Co Holding Summary
As of 2025-04-30, SCHWAB CAPITAL TRUST held 105,687.00 shares of Wells Fargo & Co(WFC), totaling $7.50 Mil. This investment constitutes 0.97% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2021Q4. And since then Schwab U.S. Large-Cap Value Index Fund has made 8 purchases of WFC, at an average price of $47.94, for a total of 141,844.00 shares. In addition, there have been 7 sales at an average price of $52.49 for 36,157.00 shares. Based on historical transaction data and WFC's current price of $80.64, Schwab U.S. Large-Cap Value Index Fund's estimated gain on his WFC holdings is $3.62 Mil, reflecting a 53.24% gain to date.
Schwab U.S. Large-Cap Value Index Fund WFC ($80.64) Holding Chart
Schwab U.S. Large-Cap Value Index Fund WFC ($80.64) 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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