Number of Shares
4.71 Mil
Current Holdings Value*
$368.62 Mil
% of Portfolio
4.85%
Total Estimate Gain
$195.71 Mil
% of Total Estimate Gain
51.97%

Yacktman Asset Management's Charles Schwab Corp Holding Summary

As of 2025-03-31, Yacktman Asset Management held 4.71 Mil shares of Charles Schwab Corp(SCHW), totaling $368.62 Mil. This investment constitutes 4.85% of their stock portfolio, and Yacktman Asset Management now holds 0.26% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2019Q2. And since then Yacktman Asset Management has made 10 purchases of SCHW, at an average price of $58.38, for a total of 6.45 Mil shares. In addition, there have been 13 sales at an average price of $71.34 for 1.74 Mil shares. Based on historical transaction data and SCHW's current price of $95.15, Yacktman Asset Management's estimated gain on his SCHW holdings is $195.71 Mil, reflecting a 51.97% gain to date.

Yacktman Asset Management SCHW ($95.15) Holding Chart

Yacktman Asset Management 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 %

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