Yacktman Fund SCHW Holdings History
Yacktman Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, Yacktman Fund held 2.80 Mil shares of Charles Schwab Corp(SCHW), totaling $219.18 Mil. This investment constitutes 3.6% of their stock portfolio, and Yacktman Fund now holds 0.15% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2020Q4. And since then Yacktman Fund has made 3 purchases of SCHW, at an average price of $59.09, for a total of 3.40 Mil shares. In addition, there have been 3 sales at an average price of $73.54 for 600,000.00 shares. Based on historical transaction data and SCHW's current price of $95.15, Yacktman Fund's estimated gain on his SCHW holdings is $109.65 Mil, reflecting a 54.58% gain to date.
Yacktman Fund SCHW ($95.15) Holding Chart
Yacktman 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 % | |||
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