Avg closing price
Price range

18 Donald Yacktman Charles Schwab Trades

Donald Yacktman acquired 6.32 Million Charles Schwab shares worth $457 Million. That's 3.93% of their equity portfolio (5th largest holding). The first Charles Schwab trade was made in Q2 2019. Since then Donald Yacktman bought shares nine more times and sold shares on eight occasions. The stake costed the investor $368 Million, netting the investor a gain of 24% so far.

Avg closing price
Price range
Sold 0.6% shares (-39.8 Thousand shares) Q4 2023
Avg closing price $57.75
Price range $49.33 - $70.98
Sold 0.3% shares (-18.8 Thousand shares) Q3 2023
Avg closing price $60.44
Price range $54.20 - $67.94
Increased shares by 1.2% (+77.7 Thousand shares) Q2 2023
Avg closing price $52.38
Price range $47.37 - $57.14
Increased shares by 47.0% (+2.01 Million shares) Q1 2023
Avg closing price $73.23
Price range $51.91 - $85.62
Increased shares by 19.7% (+705 Thousand shares) Q4 2022
Avg closing price $77.61
Price range $67.43 - $83.26
Increased shares by 2.6% (+91.7 Thousand shares) Q3 2022
Avg closing price $69.43
Price range $60.57 - $77.18
Increased shares by 0.6% (+22.1 Thousand shares) Q2 2022
Avg closing price $68.96
Price range $59.99 - $83.83
Sold 0.8% shares (-26.8 Thousand shares) Q1 2022
Avg closing price $87.96
Price range $75.69 - $95.53
Increased shares by 0.6% (+21.5 Thousand shares) Q4 2021
Avg closing price $80.89
Price range $73.23 - $85.82
Sold 0.3% shares (-11.6 Thousand shares) Q3 2021
Avg closing price $71.42
Price range $66.68 - $77.38
Sold 0.5% shares (-16.8 Thousand shares) Q2 2021
Avg closing price $70.77
Price range $63.69 - $76.01
Increased shares by 1.0% (+36.2 Thousand shares) Q1 2021
Avg closing price $60.64
Price range $51.54 - $67.65
Increased shares by 7732.8% (+3.42 Million shares) Q4 2020
Avg closing price $45.27
Price range $36.75 - $53.04
Sold 26.2% shares (-15.7 Thousand shares) Q3 2020
Avg closing price $34.79
Price range $33.02 - $36.28
Sold 6.3% shares (-4 Thousand shares) Q2 2020
Avg closing price $35.82
Price range $31.75 - $42.82
Increased shares by 86.8% (+29.7 Thousand shares) Q1 2020
Avg closing price $41.97
Price range $28.43 - $49.00
Sold 1.4% shares (-500 shares) Q4 2019
Avg closing price $44.08
Price range $35.10 - $51.07
New holding (+34.7 Thousand shares) Q2 2019
Avg closing price $43.58
Price range $39.15 - $46.26

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