Current Value of Holding

$97.3 Million

Shares

1.33 Million

% of Portfolio

1.02%

Average Buy Price

$35.1

Avg closing price
Price range

31 Tom Gayner Charles Schwab Trades

Tom Gayner acquired 1.33 Million Charles Schwab shares worth $97.3 Million. That's 1.02% of their equity portfolio (31st largest holding). The first Charles Schwab trade was made in Q4 2007. Since then Tom Gayner bought shares 24 more times and sold shares on six occasions. The stake costed the investor $46.8 Million, netting the investor a gain of 108% so far.

Avg closing price
Price range
Increased shares by 4.5% (+58 Thousand shares) Q4 2023
Avg closing price $57.75
Price range $49.33 - $70.98
Increased shares by 2.4% (+30.5 Thousand shares) Q3 2023
Avg closing price $60.44
Price range $54.20 - $67.94
Increased shares by 6.8% (+79.6 Thousand shares) Q2 2023
Avg closing price $52.38
Price range $47.37 - $57.14
Increased shares by 2.8% (+31.4 Thousand shares) Q1 2023
Avg closing price $73.23
Price range $51.91 - $85.62
Increased shares by 1.7% (+19 Thousand shares) Q4 2022
Avg closing price $77.61
Price range $67.43 - $83.26
Increased shares by 1.2% (+13 Thousand shares) Q3 2022
Avg closing price $69.43
Price range $60.57 - $77.18
Increased shares by 0.7% (+8 Thousand shares) Q2 2022
Avg closing price $68.96
Price range $59.99 - $83.83
Increased shares by 1.2% (+12.6 Thousand shares) Q1 2020
Avg closing price $41.97
Price range $28.43 - $49.00
Increased shares by 1.3% (+13.7 Thousand shares) Q4 2019
Avg closing price $44.08
Price range $35.10 - $51.07
Increased shares by 1.1% (+12 Thousand shares) Q3 2019
Avg closing price $40.36
Price range $36.12 - $44.28
Sold 0.0% shares (-100 shares) Q2 2019
Avg closing price $43.58
Price range $39.15 - $46.26
Increased shares by 0.0% (+100 shares) Q3 2018
Avg closing price $51.07
Price range $49.15 - $54.22
New holding (+1.06 Million shares) Q1 2015
Avg closing price $28.99
Price range $25.96 - $31.05
Sold -1.06 Million shares Q4 2014
Avg closing price $28.41
Price range $25.17 - $30.67
Increased shares by 5.3% (+53.3 Thousand shares) Q2 2014
Avg closing price $26.25
Price range $24.81 - $27.90
Sold 2.2% shares (-23.1 Thousand shares) Q3 2013
Avg closing price $21.74
Price range $20.74 - $22.69
Sold 0.4% shares (-4.2 Thousand shares) Q2 2013
Avg closing price $18.48
Price range $16.21 - $21.23
Increased shares by 1.8% (+18.5 Thousand shares) Q1 2013
Avg closing price $16.58
Price range $15.05 - $18.11
New holding (+1.01 Million shares) Q4 2012
Avg closing price $13.38
Price range $12.50 - $14.47
Sold -994 Thousand shares Q3 2012
Avg closing price $13.09
Price range $12.14 - $14.43

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!