Avg closing price
Price range

12 Donald Yacktman Charles Schwab Trades

Donald Yacktman acquired 3.49 Million Charles Schwab shares worth $264 Million. That's 2.52% of their equity portfolio (14th largest holding). The first Charles Schwab trade was made in Q2 2019. Since then Donald Yacktman bought shares five more times and sold shares on six occasions. The stake costed the investor $159 Million, netting the investor a gain of 66% so far.

Avg closing price
Price range
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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