U.S. LARGE COMPANY PORTFOLIO SCHW Holdings History
U.S. LARGE COMPANY PORTFOLIO's Charles Schwab Corp Holding Summary
As of 2025-04-30, DIMENSIONAL INVESTMENT GROUP INC held 417,503.00 shares of Charles Schwab Corp(SCHW), totaling $33.98 Mil. This investment constitutes 0.29% of their stock portfolio, and DIMENSIONAL INVESTMENT GROUP INC now holds 0.02% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2021Q4. And since then U.S. LARGE COMPANY PORTFOLIO has made 2 purchases of SCHW, at an average price of $74.79, for a total of 513,009.00 shares. In addition, there have been 12 sales at an average price of $68.86 for 95,506.00 shares. Based on historical transaction data and SCHW's current price of $95.31, U.S. LARGE COMPANY PORTFOLIO's estimated gain on his SCHW holdings is $8.00 Mil, reflecting a 20.86% gain to date.
U.S. LARGE COMPANY PORTFOLIO SCHW ($95.31) Holding Chart
U.S. LARGE COMPANY PORTFOLIO SCHW ($95.31) 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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