Charles Schwab Investment Management Inc Enterprise Financial Services Corp Transaction History

Charles Schwab Investment Management Inc

  • $527 Billion
  • Q4 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Enterprise Financial Services Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 436,668 shares of EFSC stock, worth $26.5 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
436,668
Previous 421,874 3.51%
Holding current value
$26.5 Million
Previous $21.6 Million 13.8%
% of portfolio
0.0%
Previous 0.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$49.0 - $61.38 $724,906 - $908,055
14,794 Added 3.51%
436,668 $24.6 Million
Q3 2024

Nov 12, 2024
BUY
$38.94 - $54.0 $139,638 - $193,644
3,586 Added 0.86%
421,874 $21.6 Million
Q2 2024

Aug 12, 2024
BUY
$37.54 - $40.91 $834,776 - $909,715
22,237 Added 5.61%
418,288 $17.1 Million
Q1 2024

May 08, 2024
SELL
$37.57 - $45.11 $542,773 - $651,704
-14,447 Reduced 3.52%
396,051 $16.1 Million
Q4 2023

Feb 06, 2024
SELL
$33.59 - $45.59 $30,734 - $41,714
-915 Reduced 0.22%
410,498 $18.3 Million
Q3 2023

Nov 08, 2023
BUY
$36.94 - $44.06 $593,588 - $708,000
16,069 Added 4.06%
411,413 $15.4 Million
Q2 2023

Aug 09, 2023
BUY
$37.61 - $44.52 $751,899 - $890,043
19,992 Added 5.33%
395,344 $15.5 Million
Q1 2023

May 11, 2023
BUY
$44.35 - $55.83 $102,271 - $128,743
2,306 Added 0.62%
375,352 $16.7 Million
Q4 2022

Feb 13, 2023
BUY
$44.69 - $53.57 $1.5 Million - $1.8 Million
33,537 Added 9.88%
373,046 $18.3 Million
Q3 2022

Nov 14, 2022
BUY
$20.49 - $48.1 $482,273 - $1.13 Million
23,537 Added 7.45%
339,509 $15 Million
Q2 2022

Aug 15, 2022
BUY
$41.5 - $48.0 $1.46 Million - $1.69 Million
35,187 Added 12.53%
315,972 $13.1 Million
Q1 2022

May 13, 2022
BUY
$46.57 - $51.33 $740,230 - $815,890
15,895 Added 6.0%
280,785 $13.3 Million
Q4 2021

Feb 11, 2022
BUY
$45.79 - $49.52 $176,474 - $190,850
3,854 Added 1.48%
264,890 $12.5 Million
Q3 2021

Nov 16, 2021
BUY
$42.45 - $47.78 $2.14 Million - $2.41 Million
50,502 Added 23.99%
261,036 $11.8 Million
Q2 2021

Aug 16, 2021
BUY
$46.1 - $50.71 $595,381 - $654,919
12,915 Added 6.54%
210,534 $9.77 Million
Q1 2021

May 17, 2021
BUY
$34.63 - $51.59 $253,353 - $377,432
7,316 Added 3.84%
197,619 $9.77 Million
Q4 2020

Feb 16, 2021
BUY
$27.64 - $36.73 $606,919 - $806,517
21,958 Added 13.04%
190,303 $6.65 Million
Q3 2020

Nov 13, 2020
SELL
$25.4 - $33.3 $34,036 - $44,621
-1,340 Reduced 0.79%
168,345 $4.59 Million
Q2 2020

Aug 14, 2020
BUY
$24.13 - $36.37 $197,504 - $297,688
8,185 Added 5.07%
169,685 $5.28 Million
Q1 2020

May 15, 2020
BUY
$25.9 - $48.46 $61,771 - $115,577
2,385 Added 1.5%
161,500 $4.51 Million
Q4 2019

Feb 07, 2020
BUY
$39.33 - $48.41 $51,876 - $63,852
1,319 Added 0.84%
159,115 $7.67 Million
Q3 2019

Nov 08, 2019
BUY
$38.26 - $42.82 $905,002 - $1.01 Million
23,654 Added 17.63%
157,796 $6.43 Million
Q2 2019

Aug 09, 2019
BUY
$39.19 - $44.34 $282,168 - $319,248
7,200 Added 5.67%
134,142 $5.58 Million
Q1 2019

May 14, 2019
SELL
$38.03 - $46.65 $34,455 - $42,264
-906 Reduced 0.71%
126,942 $5.18 Million
Q4 2018

Feb 14, 2019
SELL
$36.87 - $52.81 $20,057 - $28,728
-544 Reduced 0.42%
127,848 $4.81 Million
Q3 2018

Nov 13, 2018
BUY
$52.85 - $57.85 $430,463 - $471,188
8,145 Added 6.77%
128,392 $6.81 Million
Q2 2018

Aug 08, 2018
BUY
$46.4 - $56.75 $302,342 - $369,783
6,516 Added 5.73%
120,247 $6.49 Million
Q1 2018

May 07, 2018
BUY
$45.1 - $49.6 $24,805 - $27,280
550 Added 0.49%
113,731 $5.33 Million
Q4 2017

Jan 17, 2018
BUY
$42.0 - $45.9 $151,536 - $165,607
3,608 Added 3.29%
113,181 $5.11 Million
Q3 2017

Nov 13, 2017
BUY
$36.75 - $42.45 $4.03 Million - $4.65 Million
109,573
109,573 $4.64 Million

Others Institutions Holding EFSC

# of Institutions
233
Shares Held
30.2M
Call Options Held
11.6K
Put Options Held
800
View Full List

About ENTERPRISE FINANCIAL SERVICES CORP

EFSC Quotes by TradingView
  • Ticker EFSC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 37,223,000
  • Market Cap $2.26B
  • Description
  • Enterprise Financial Services Corp operates as the financial holding company for Enterprise Bank & Trust that offers banking and wealth management services to individuals and corporate customers. The company offers checking, savings, and money market accounts, and certificates of deposit. It also provides commercial and industrial, commercia...
More about EFSC
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