Charles Schwab Investment Management Inc Southern Calif Bancorp Com Transaction History

Charles Schwab Investment Management Inc

$557 Billion
Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Southern Calif Bancorp Com stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 65,858 shares of BCAL stock, worth $1.12 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

65,858

Previous 68,274 3.54%

Holding current value

$1.12 Million

Previous $978,000 6.03%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$12.16 - $15.76 $29,378 - $38,076	-2,416 Reduced 3.54%	65,858 $1.04 Million
Q1 2025 Sep 15, 2025	BUY	$14.33 - $16.6 $34,621 - $40,105	2,416 Added 3.67%	68,274 $978,000
Q1 2025 May 09, 2025	BUY	$14.33 - $16.6 $186 - $215	13 Added 0.02%	68,274 $978,000
Q4 2024 Feb 06, 2025	BUY	$13.82 - $17.95 $31,081 - $40,369	2,249 Added 3.41%	68,261 $1.13 Million
Q3 2024 Nov 12, 2024	BUY	$13.27 - $15.79 $435,892 - $518,669	32,848 Added 99.05%	66,012 $976,000
Q2 2024 Aug 12, 2024	BUY	$12.86 - $14.65 $426,489 - $485,852	33,164 New	33,164 $446,000
Q3 2023 Nov 08, 2023	BUY	$14.01 - $15.49 $159,601 - $176,462	11,392 New	11,392 $159,000

Others Institutions Holding BCAL

# of Institutions

114

Shares Held

20.3M

Call Options Held

Put Options Held

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About SOUTHERN CALIF BANCORP COM

Ticker BCAL
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 17,837,000
Market Cap $303M

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Charles Schwab Investment Management Inc Southern Calif Bancorp Com Transaction History