WHITE OAK SELECT GROWTH FUND SCHW Holdings History
Number of Shares
314,100.00
Current Holdings Value*
$25.57 Mil
% of Portfolio
6.85%
Total Estimate Gain
$22.15 Mil
% of Total Estimate Gain
128.38%
WHITE OAK SELECT GROWTH FUND's Charles Schwab Corp Holding Summary
As of 2025-04-30, OAK ASSOCIATES FUNDS held 314,100.00 shares of Charles Schwab Corp(SCHW), totaling $25.57 Mil. This investment constitutes 6.85% of their stock portfolio, and OAK ASSOCIATES FUNDS now holds 0.02% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2019Q4. In addition, there have been 4 sales at an average price of $76.12 for 125,000.00 shares. Based on historical transaction data and SCHW's current price of $95.15, WHITE OAK SELECT GROWTH FUND's estimated gain on his SCHW holdings is $22.15 Mil, reflecting a 128.38% gain to date.
WHITE OAK SELECT GROWTH FUND SCHW ($95.15) Holding Chart
WHITE OAK SELECT GROWTH FUND SCHW ($95.15) 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 % |
Top Ranked Articles
- 1