Charles Schwab Investment Management Inc Brown Forman Corp Cl A Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Brown Forman Corp Cl A stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 49,163 shares of BFA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49,163
Previous 20,475 140.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
28,688 Added 140.11%
49,163 $0
Q1 2025

Sep 15, 2025
SELL
N/A
-28,688 Reduced 58.35%
20,475 $0
Q1 2025

May 09, 2025
SELL
N/A
-7,360 Reduced 26.44%
20,475 $0
Q4 2024

Feb 06, 2025
BUY
N/A
27,835 New
27,835 $0
Q2 2023

Aug 09, 2023
BUY
N/A
306 Added 0.22%
136,318 $0
Q1 2023

May 11, 2023
SELL
N/A
-195 Reduced 0.14%
136,012 $0
Q4 2022

Feb 13, 2023
BUY
N/A
4,517 Added 3.43%
136,207 $0
Q3 2022

Nov 14, 2022
BUY
N/A
5,062 Added 4.0%
131,690 $8.9 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-397 Reduced 0.31%
126,628 $8.57 Million
Q1 2022

May 13, 2022
BUY
N/A
2,405 Added 1.93%
127,025 $7.97 Million
Q4 2021

Feb 11, 2022
BUY
N/A
3,210 Added 2.64%
124,620 $8.45 Million
Q3 2021

Nov 16, 2021
BUY
N/A
1,018 Added 0.85%
121,410 $7.61 Million
Q2 2021

Aug 16, 2021
BUY
N/A
2,251 Added 1.91%
120,392 $8.49 Million
Q1 2021

May 17, 2021
BUY
N/A
3,295 Added 2.87%
118,141 $7.52 Million
Q4 2020

Feb 16, 2021
BUY
N/A
2,191 Added 1.94%
114,846 $8.44 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-6,649 Reduced 5.57%
112,655 $7.74 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-513 Reduced 0.43%
119,304 $6.87 Million
Q1 2020

May 15, 2020
BUY
N/A
3,354 Added 2.88%
119,817 $6.16 Million
Q4 2019

Feb 07, 2020
BUY
N/A
1,090 Added 0.94%
116,463 $7.31 Million
Q3 2019

Nov 08, 2019
SELL
N/A
-15,556 Reduced 11.88%
115,373 $6.89 Million
Q2 2019

Aug 09, 2019
BUY
N/A
8,462 Added 6.91%
130,929 $7.2 Million
Q1 2019

May 14, 2019
BUY
N/A
5,341 Added 4.56%
122,467 $6.27 Million
Q4 2018

Feb 14, 2019
BUY
N/A
7,320 Added 6.67%
117,126 $5.56 Million
Q3 2018

Nov 13, 2018
BUY
N/A
7,427 Added 7.25%
109,806 $5.58 Million
Q2 2018

Aug 08, 2018
BUY
N/A
11,342 Added 12.46%
102,379 $5 Million
Q1 2018

May 07, 2018
SELL
N/A
-13,775 Reduced 13.14%
91,037 $4.86 Million
Q4 2017

Jan 17, 2018
BUY
N/A
9,600 Added 10.08%
104,812 $7.05 Million
Q3 2017

Nov 13, 2017
BUY
N/A
95,212
95,212 $5.3 Million

Others Institutions Holding BFA

# of Institutions
223
Shares Held
17.7M
Call Options Held
10.6K
Put Options Held
60.8K
View Full List

About BROWN-FORMAN CORP CL-A

BFA Quotes by TradingView
  • Ticker BFA
More about BFA
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email