17 Ken Fisher Charles Schwab Trades
Ken Fisher's position in Charles Schwab is currently worth $1.73 Billion. That's 0.72% of their equity portfolio (40th largest holding). The investor owns 1.15% of the outstanding Charles Schwab stock. The first Charles Schwab trade was made in Q2 2015. Since then Ken Fisher bought shares twelve more times and sold shares on four occasions. The stake costed the investor $1.4 Billion, netting the investor a gain of 23% so far.
Avg closing price
Price range
Increased shares by 1.3% (+266 Thousand shares)
Q4 2024
Avg closing price
$74.94
Price range
$63.35
-
$82.85
Increased shares by 2.5% (+493 Thousand shares)
Q3 2024
Avg closing price
$65.81
Price range
$61.74
-
$76.08
Increased shares by 2.8% (+537 Thousand shares)
Q2 2024
Avg closing price
$73.87
Price range
$70.03
-
$78.90
Increased shares by 2.9% (+536 Thousand shares)
Q1 2024
Avg closing price
$65.86
Price range
$61.89
-
$72.38
Increased shares by 1.6% (+292 Thousand shares)
Q4 2023
Avg closing price
$57.75
Price range
$49.33
-
$70.98
Increased shares by 1.8% (+329 Thousand shares)
Q3 2023
Avg closing price
$60.44
Price range
$54.20
-
$67.94
Increased shares by 7.8% (+1.3 Million shares)
Q2 2023
Avg closing price
$52.38
Price range
$47.37
-
$57.14
Increased shares by 3.4% (+542 Thousand shares)
Q1 2023
Avg closing price
$73.23
Price range
$51.91
-
$85.62
Increased shares by 4.7% (+726 Thousand shares)
Q4 2022
Avg closing price
$77.61
Price range
$67.43
-
$83.26
New holding (+15.4 Million shares)
Q3 2022
Avg closing price
$69.43
Price range
$60.57
-
$77.18
Sold -3.02 Thousand shares
Q2 2022
Avg closing price
$68.96
Price range
$59.99
-
$83.83
Sold 35.3% shares (-1.65 Thousand shares)
Q1 2022
Avg closing price
$87.96
Price range
$75.69
-
$95.53
New holding (+4.67 Thousand shares)
Q4 2021
Avg closing price
$80.89
Price range
$73.23
-
$85.82
Sold -2.8 Thousand shares
Q3 2021
Avg closing price
$71.42
Price range
$66.68
-
$77.38
New holding (+2.8 Thousand shares)
Q2 2021
Avg closing price
$70.77
Price range
$63.69
-
$76.01
Sold -6.71 Thousand shares
Q3 2015
Avg closing price
$32.09
Price range
$27.28
-
$35.42
New holding (+6.71 Thousand shares)
Q2 2015
Avg closing price
$31.60
Price range
$29.77
-
$33.53
