Charles Schwab Investment Management Inc Blucora, Inc. Transaction History

Charles Schwab Investment Management Inc

$515 Billion
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	N/A	2,074 Added 0.7%	300,410 $7.57 Million
Q2 2023 Aug 09, 2023	SELL	N/A	-21,557 Reduced 6.74%	298,336 $7.52 Million
Q1 2023 May 11, 2023	SELL	$0.0 - $29.91 $0 - $1.21 Million	-40,598 Reduced 11.26%	319,893 $8.06 Million
Q4 2022 Feb 13, 2023	BUY	$18.71 - $25.59 $188,447 - $257,742	10,072 Added 2.87%	360,491 $9.2 Million
Q3 2022 Nov 14, 2022	BUY	$17.77 - $23.22 $215,461 - $281,542	12,125 Added 3.58%	350,419 $6.78 Million
Q2 2022 Aug 15, 2022	SELL	$15.9 - $21.02 $279,347 - $369,300	-17,569 Reduced 4.94%	338,294 $6.25 Million
Q1 2022 May 13, 2022	SELL	$15.4 - $20.03 $2.29 Million - $2.98 Million	-149,006 Reduced 29.51%	355,863 $6.96 Million
Q4 2021 Feb 11, 2022	BUY	$15.58 - $18.36 $832,299 - $980,809	53,421 Added 11.83%	504,869 $8.75 Million
Q3 2021 Nov 16, 2021	BUY	$14.87 - $17.38 $742,875 - $868,270	49,958 Added 12.44%	451,448 $7.04 Million
Q2 2021 Aug 16, 2021	BUY	$14.3 - $18.35 $650,435 - $834,649	45,485 Added 12.78%	401,490 $6.95 Million
Q1 2021 May 17, 2021	BUY	$14.96 - $17.97 $594,450 - $714,055	39,736 Added 12.56%	356,005 $5.92 Million
Q4 2020 Feb 16, 2021	BUY	$9.47 - $16.04 $11,543 - $19,552	1,219 Added 0.39%	316,269 $5.03 Million
Q3 2020 Nov 13, 2020	SELL	$8.82 - $12.24 $25,181 - $34,945	-2,855 Reduced 0.9%	315,050 $2.97 Million
Q2 2020 Aug 14, 2020	BUY	$10.41 - $15.48 $130,260 - $193,701	12,513 Added 4.1%	317,905 $3.63 Million
Q1 2020 May 15, 2020	BUY	$8.95 - $26.0 $66,972 - $194,558	7,483 Added 2.51%	305,392 $3.68 Million
Q4 2019 Feb 07, 2020	BUY	$19.17 - $26.29 $139,730 - $191,627	7,289 Added 2.51%	297,909 $7.79 Million
Q3 2019 Nov 08, 2019	BUY	$20.81 - $30.58 $203,438 - $298,950	9,776 Added 3.48%	290,620 $6.29 Million
Q2 2019 Aug 09, 2019	BUY	$29.18 - $36.32 $225,969 - $281,262	7,744 Added 2.84%	280,844 $8.53 Million
Q1 2019 May 14, 2019	BUY	$25.47 - $34.02 $271,815 - $363,061	10,672 Added 4.07%	273,100 $9.12 Million
Q4 2018 Feb 14, 2019	BUY	$23.83 - $38.33 $41,750 - $67,154	1,752 Added 0.67%	262,428 $6.99 Million
Q3 2018 Nov 13, 2018	BUY	$34.35 - $40.25 $476,846 - $558,750	13,882 Added 5.62%	260,676 $10.5 Million
Q2 2018 Aug 08, 2018	BUY	$24.15 - $39.9 $317,693 - $524,884	13,155 Added 5.63%	246,794 $9.13 Million
Q1 2018 May 07, 2018	SELL	$22.3 - $25.0 $2.07 Million - $2.32 Million	-92,693 Reduced 28.4%	233,639 $5.75 Million
Q4 2017 Jan 17, 2018	BUY	$19.2 - $25.9 $1.17 Million - $1.58 Million	61,094 Added 23.03%	326,332 $7.21 Million
Q3 2017 Nov 13, 2017	BUY	$22.4 - $25.55 $5.94 Million - $6.78 Million	265,238	265,238 $6.71 Million

Others Institutions Holding BCOR

# of Institutions

Shares Held

307K

Call Options Held

Put Options Held

View Full List

About BLUCORA, INC.

Ticker BCOR
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 47,746,200
Market Cap $1.2B
Description
Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. The company operates through two segments, Wealth Management and Tax Preparation. The Wealth Management segment offers an integrated platform of brok...

More about BCOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.

Account