A detailed history of Charles Schwab Investment Management Inc transactions in Axos Financial, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 672,842 shares of AX stock, worth $46.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
672,842
Previous 681,387 1.25%
Holding current value
$46.8 Million
Previous $38.9 Million 8.61%
% of portfolio
0.01%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$56.59 - $77.61 $483,561 - $663,177
-8,545 Reduced 1.25%
672,842 $42.3 Million
Q2 2024

Aug 12, 2024

SELL
$48.86 - $61.8 $91,807 - $116,122
-1,879 Reduced 0.28%
681,387 $38.9 Million
Q1 2024

May 08, 2024

BUY
$49.23 - $56.88 $3.44 Million - $3.97 Million
69,875 Added 11.39%
683,266 $36.9 Million
Q4 2023

Feb 06, 2024

BUY
$33.36 - $56.8 $357,485 - $608,668
10,716 Added 1.78%
613,391 $33.5 Million
Q3 2023

Nov 08, 2023

BUY
$36.01 - $48.71 $801,330 - $1.08 Million
22,253 Added 3.83%
602,675 $22.8 Million
Q2 2023

Aug 09, 2023

BUY
$35.71 - $42.55 $168,479 - $200,750
4,718 Added 0.82%
580,422 $22.9 Million
Q1 2023

May 11, 2023

BUY
$34.0 - $51.14 $413,134 - $621,402
12,151 Added 2.16%
575,704 $21.3 Million
Q4 2022

Feb 13, 2023

BUY
$34.82 - $42.64 $1.16 Million - $1.42 Million
33,335 Added 6.29%
563,553 $21.5 Million
Q3 2022

Nov 14, 2022

BUY
$34.23 - $47.52 $1.16 Million - $1.61 Million
33,958 Added 6.84%
530,218 $18.2 Million
Q2 2022

Aug 15, 2022

BUY
$34.31 - $46.03 $572,977 - $768,701
16,700 Added 3.48%
496,260 $17.8 Million
Q1 2022

May 13, 2022

BUY
$46.39 - $60.53 $833,581 - $1.09 Million
17,969 Added 3.89%
479,560 $22.2 Million
Q4 2021

Feb 11, 2022

BUY
$51.04 - $62.14 $410,004 - $499,170
8,033 Added 1.77%
461,591 $25.8 Million
Q3 2021

Nov 16, 2021

BUY
$44.69 - $51.54 $579,495 - $668,319
12,967 Added 2.94%
453,558 $23.4 Million
Q2 2021

Aug 16, 2021

BUY
$44.26 - $49.34 $278,838 - $310,842
6,300 Added 1.45%
440,591 $20.4 Million
Q1 2021

May 17, 2021

BUY
$36.82 - $52.77 $151,587 - $217,254
4,117 Added 0.96%
434,291 $20.4 Million
Q4 2020

Feb 16, 2021

BUY
$23.61 - $37.71 $351,812 - $561,916
14,901 Added 3.59%
430,174 $16.1 Million
Q3 2020

Nov 13, 2020

BUY
$19.55 - $25.38 $190,299 - $247,048
9,734 Added 2.4%
415,273 $9.68 Million
Q2 2020

Aug 14, 2020

BUY
$14.86 - $25.25 $532,032 - $904,025
35,803 Added 9.68%
405,539 $8.96 Million
Q1 2020

May 15, 2020

BUY
$14.59 - $30.45 $457,484 - $954,790
31,356 Added 9.27%
369,736 $6.7 Million
Q4 2019

Feb 07, 2020

BUY
$26.49 - $30.71 $188,661 - $218,716
7,122 Added 2.15%
338,380 $10.2 Million
Q3 2019

Nov 08, 2019

BUY
$24.31 - $29.48 $174,278 - $211,342
7,169 Added 2.21%
331,258 $9.16 Million
Q2 2019

Aug 09, 2019

BUY
$25.75 - $33.12 $268,315 - $345,110
10,420 Added 3.32%
324,089 $8.83 Million
Q1 2019

May 14, 2019

BUY
$25.05 - $33.21 $131,913 - $174,883
5,266 Added 1.71%
313,669 $9.08 Million
Q4 2018

Feb 14, 2019

SELL
$24.43 - $36.09 $18,908 - $27,933
-774 Reduced 0.25%
308,403 $7.77 Million
Q3 2018

Nov 13, 2018

BUY
$33.99 - $42.78 $10.5 Million - $13.2 Million
309,177 New
309,177 $10.6 Million

Others Institutions Holding AX

About Axos Financial, Inc.


  • Ticker AX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 59,970,800
  • Market Cap $4.18B
  • Description
  • Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...
More about AX
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