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      Current Value of Holding

      $2.09B

      Shares

      21.4M

      % of Portfolio

      0.77%

      Average Buy Price

      $68.9

      Avg closing price
      Price range

      19 Ken Fisher Charles Schwab Trades

      Ken Fisher's position in Charles Schwab is currently worth $2.09B. That's 0.77% of their equity portfolio (36th largest holding). The investor owns 1.20% of the outstanding Charles Schwab stock. The first Charles Schwab trade was made in Q2 2015. Since then Ken Fisher bought shares fourteen more times and sold shares on four occasions. The stake costed the investor $1.47B, netting the investor a gain of 42% so far.

      Avg closing price
      Price range
      Increased shares by 1.0% (+212k shares) Q2 2025
      Avg closing price $83.77
      Price range $69.06 - $91.24
      Increased shares by 3.5% (+710k shares) Q1 2025
      Avg closing price $78.39
      Price range $71.24 - $83.64
      Increased shares by 1.3% (+266k shares) Q4 2024
      Avg closing price $74.94
      Price range $63.35 - $82.85
      Increased shares by 2.5% (+493k shares) Q3 2024
      Avg closing price $65.81
      Price range $61.74 - $76.08
      Increased shares by 2.8% (+537k shares) Q2 2024
      Avg closing price $73.87
      Price range $70.03 - $78.90
      Increased shares by 2.9% (+536k shares) Q1 2024
      Avg closing price $65.86
      Price range $61.89 - $72.38
      Increased shares by 1.6% (+292k shares) Q4 2023
      Avg closing price $57.75
      Price range $49.33 - $70.98
      Increased shares by 1.8% (+329k shares) Q3 2023
      Avg closing price $60.44
      Price range $54.20 - $67.94
      Increased shares by 7.8% (+1.3M shares) Q2 2023
      Avg closing price $52.38
      Price range $47.37 - $57.14
      Increased shares by 3.4% (+542k shares) Q1 2023
      Avg closing price $73.23
      Price range $51.91 - $85.62
      Increased shares by 4.7% (+726k shares) Q4 2022
      Avg closing price $77.61
      Price range $67.43 - $83.26
      New holding (+15.4M shares) Q3 2022
      Avg closing price $69.43
      Price range $60.57 - $77.18
      Sold -3.02k shares Q2 2022
      Avg closing price $68.96
      Price range $59.99 - $83.83
      Sold 35.3% shares (-1.65k shares) Q1 2022
      Avg closing price $87.96
      Price range $75.69 - $95.53
      New holding (+4.67k shares) Q4 2021
      Avg closing price $80.89
      Price range $73.23 - $85.82
      Sold -2.8k shares Q3 2021
      Avg closing price $71.42
      Price range $66.68 - $77.38
      New holding (+2.8k shares) Q2 2021
      Avg closing price $70.77
      Price range $63.69 - $76.01
      Sold -6.71k shares Q3 2015
      Avg closing price $32.09
      Price range $27.28 - $35.42
      New holding (+6.71k shares) Q2 2015
      Avg closing price $31.60
      Price range $29.77 - $33.53

      News about Charles Schwab Corp. and Ken Fisher

      The 5 Most-Sold Guru Stocks of the 2nd Quarter

      The 5 Most-Sold Guru Stocks of the 2nd Quarter

      These stocks had the most net sells from gurus during the quarter Check out Ken Fisher Stock Picks ? Download GuruFolio Report of Ken Fisher (Updated on 08/2...

      GuruFocus GuruFocus, about 4 years ago

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