Number of Shares
8,434.00
Current Holdings Value*
$1.57 Mil
% of Portfolio
2.07%
Total Estimate Gain
$40,309.51
% of Total Estimate Gain
1.10%

Schwab Fundamental Global Real Estate Index Fund's Simon Property Group Inc Holding Summary

As of 2025-02-28, SCHWAB CAPITAL TRUST held 8,434.00 shares of Simon Property Group Inc(SPG), totaling $1.57 Mil. This investment constitutes 2.07% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0% of the outstanding Simon Property Group Inc(SPG) stock.

The initial trade took place in 2021Q4. And since then Schwab Fundamental Global Real Estate Index Fund has made 1 purchases of SPG, at an average price of $143.96, for a total of 25,475.00 shares. In addition, there have been 13 sales at an average price of $135.74 for 17,041.00 shares. Based on historical transaction data and SPG's current price of $165.36, Schwab Fundamental Global Real Estate Index Fund's estimated gain on his SPG holdings is $40,309.51, reflecting a 1.10% gain to date.

Schwab Fundamental Global Real Estate Index Fund SPG ($165.36) Holding Chart

Schwab Fundamental Global Real Estate Index Fund SPG ($165.36) 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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