A detailed history of Charles Schwab Investment Management Inc transactions in Coastal Financial Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 92,007 shares of CCB stock, worth $7.54 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
92,007
Previous 31,901 188.41%
Holding current value
$7.54 Million
Previous $1.47 Million 236.64%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$43.73 - $53.83 $2.63 Million - $3.24 Million
60,106 Added 188.41%
92,007 $4.95 Million
Q2 2024

Aug 12, 2024

BUY
$37.38 - $46.14 $84,777 - $104,645
2,268 Added 7.65%
31,901 $1.47 Million
Q1 2024

May 08, 2024

SELL
$35.99 - $43.78 $28,216 - $34,323
-784 Reduced 2.58%
29,633 $1.15 Million
Q3 2023

Nov 08, 2023

SELL
$36.7 - $47.36 $807 - $1,041
-22 Reduced 0.07%
30,417 $1.31 Million
Q2 2023

Aug 09, 2023

BUY
$32.7 - $40.94 $70,403 - $88,143
2,153 Added 7.61%
30,439 $1.15 Million
Q1 2023

May 11, 2023

BUY
$32.73 - $48.08 $21,765 - $31,973
665 Added 2.41%
28,286 $1.02 Million
Q4 2022

Feb 13, 2023

BUY
$39.16 - $53.62 $36,575 - $50,081
934 Added 3.5%
27,621 $1.31 Million
Q3 2022

Nov 14, 2022

BUY
$37.08 - $43.73 $185 - $218
5 Added 0.02%
26,687 $1.06 Million
Q2 2022

Aug 15, 2022

BUY
$35.94 - $46.35 $10,386 - $13,395
289 Added 1.09%
26,682 $1.02 Million
Q1 2022

May 13, 2022

BUY
$44.97 - $53.23 $52,120 - $61,693
1,159 Added 4.59%
26,393 $1.21 Million
Q3 2021

Nov 16, 2021

BUY
$27.5 - $33.03 $49,500 - $59,454
1,800 Added 7.68%
25,234 $804,000
Q2 2021

Aug 16, 2021

BUY
$25.62 - $31.97 $25,440 - $31,746
993 Added 4.42%
23,434 $670,000
Q1 2021

May 17, 2021

SELL
$19.8 - $31.49 $28,096 - $44,684
-1,419 Reduced 5.95%
22,441 $589,000
Q4 2020

Feb 16, 2021

BUY
$12.4 - $22.3 $14,632 - $26,314
1,180 Added 5.2%
23,860 $502,000
Q3 2020

Nov 13, 2020

SELL
$12.25 - $15.97 $16,329 - $21,288
-1,333 Reduced 5.55%
22,680 $278,000
Q2 2020

Aug 14, 2020

BUY
$9.32 - $15.55 $27,251 - $45,468
2,924 Added 13.87%
24,013 $349,000
Q4 2019

Feb 07, 2020

BUY
$14.89 - $17.5 $66,081 - $77,665
4,438 Added 26.65%
21,089 $348,000
Q2 2019

Aug 09, 2019

BUY
$15.27 - $17.04 $24,096 - $26,889
1,578 Added 10.47%
16,651 $258,000
Q1 2019

May 14, 2019

BUY
$14.76 - $17.05 $43,733 - $50,519
2,963 Added 24.47%
15,073 $257,000
Q3 2018

Nov 13, 2018

BUY
$15.78 - $18.0 $191,095 - $217,980
12,110 New
12,110 $206,000

Others Institutions Holding CCB

About COASTAL FINANCIAL CORP


  • Ticker CCB
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 12,950,900
  • Market Cap $1.06B
  • Description
  • Coastal Financial Corporation operates as the bank holding company for Coastal Community Bank that provides various banking products and services to small to medium-sized businesses, professionals, and individuals in the Puget Sound region in Washington. It accepts a range of deposit products, including demand and savings accounts, time deposits...
More about CCB
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