Schwab Fundamental Global Real Estate Index Fund SPG Holdings History
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 $164.96, Schwab Fundamental Global Real Estate Index Fund's estimated gain on his SPG holdings is $36,935.91, reflecting a 1.01% gain to date.
Schwab Fundamental Global Real Estate Index Fund SPG ($164.96) Holding Chart
Schwab Fundamental Global Real Estate Index Fund SPG ($164.96) 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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