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      Current Value of Holding

      $129M

      Shares

      1.32M

      % of Portfolio

      0.16%

      Average Buy Price

      $73

      Avg closing price
      Price range

      25 Jim Simons Charles Schwab Trades

      Jim Simons acquired 1.32M Charles Schwab shares worth $129M. That's 0.16% of their equity portfolio (121st largest holding). The first Charles Schwab trade was made in Q4 2014. Since then Jim Simons bought shares fifteen more times and sold shares on nine occasions. The stake costed the investor $96.2M, netting the investor a gain of 34% so far.

      Avg closing price
      Price range
      Increased shares by 82.8% (+597k shares) Q2 2025
      Avg closing price $83.77
      Price range $69.06 - $91.24
      Sold 33.7% shares (-366k shares) Q1 2025
      Avg closing price $78.39
      Price range $71.24 - $83.64
      Increased shares by 15.7% (+148k shares) Q4 2024
      Avg closing price $74.94
      Price range $63.35 - $82.85
      New holding (+939k shares) Q3 2024
      Avg closing price $65.81
      Price range $61.74 - $76.08
      Sold -3.35M shares Q4 2023
      Avg closing price $57.75
      Price range $49.33 - $70.98
      Increased shares by 4.3% (+138k shares) Q3 2023
      Avg closing price $60.44
      Price range $54.20 - $67.94
      Increased shares by 307.7% (+2.42M shares) Q2 2023
      Avg closing price $52.38
      Price range $47.37 - $57.14
      New holding (+788k shares) Q1 2023
      Avg closing price $73.23
      Price range $51.91 - $85.62
      Sold -2.84M shares Q3 2020
      Avg closing price $34.79
      Price range $33.02 - $36.28
      Increased shares by 16.8% (+409k shares) Q2 2020
      Avg closing price $35.82
      Price range $31.75 - $42.82
      Increased shares by 170.7% (+1.53M shares) Q1 2020
      Avg closing price $41.97
      Price range $28.43 - $49.00
      New holding (+899k shares) Q4 2019
      Avg closing price $44.08
      Price range $35.10 - $51.07
      Sold -3.35M shares Q3 2019
      Avg closing price $40.36
      Price range $36.12 - $44.28
      Increased shares by 17.4% (+498k shares) Q2 2019
      Avg closing price $43.58
      Price range $39.15 - $46.26
      New holding (+2.86M shares) Q1 2019
      Avg closing price $45.15
      Price range $40.72 - $47.98
      Sold -397k shares Q4 2018
      Avg closing price $45.23
      Price range $38.25 - $52.17
      New holding (+397k shares) Q3 2018
      Avg closing price $51.07
      Price range $49.15 - $54.22
      Sold -53.5k shares Q4 2017
      Avg closing price $46.98
      Price range $43.27 - $52.28
      New holding (+53.5k shares) Q3 2017
      Avg closing price $41.52
      Price range $38.11 - $44.04
      Sold -17.5k shares Q2 2016
      Avg closing price $28.42
      Price range $24.05 - $30.84

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