Schwab U.S. Large-Cap Value Index Fund WMT Holdings History
Schwab U.S. Large-Cap Value Index Fund's Walmart Inc Holding Summary
As of 2025-04-30, SCHWAB CAPITAL TRUST held 139,378.00 shares of Walmart Inc(WMT), totaling $13.55 Mil. This investment constitutes 1.75% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2021Q4. And since then Schwab U.S. Large-Cap Value Index Fund has made 9 purchases of WMT, at an average price of $50.49, for a total of 169,019.00 shares. In addition, there have been 6 sales at an average price of $57.26 for 29,641.00 shares. Based on historical transaction data and WMT's current price of $95.05, Schwab U.S. Large-Cap Value Index Fund's estimated gain on his WMT holdings is $6.41 Mil, reflecting a 75.14% gain to date.
Schwab U.S. Large-Cap Value Index Fund WMT ($95.05) Holding Chart
Schwab U.S. Large-Cap Value Index Fund WMT ($95.05) 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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