Schwab U.S. Large-Cap Value Index Fund MSTR Holdings History
Schwab U.S. Large-Cap Value Index Fund's Strategy Holding Summary
As of 2025-04-30, SCHWAB CAPITAL TRUST held 6,945.00 shares of Strategy(MSTR), totaling $2.64 Mil. This investment constitutes 0.34% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0% of the outstanding Strategy(MSTR) stock.
The initial trade took place in 2024Q3. And since then Schwab U.S. Large-Cap Value Index Fund has made 4 purchases of MSTR, at an average price of $208.76, for a total of 6,945.00 shares. Based on historical transaction data and MSTR's current price of $423.22, Schwab U.S. Large-Cap Value Index Fund's estimated gain on his MSTR holdings is $1.49 Mil, reflecting a 102.73% gain to date.
Schwab U.S. Large-Cap Value Index Fund MSTR ($423.22) Holding Chart
Schwab U.S. Large-Cap Value Index Fund MSTR ($423.22) 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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