Charles Schwab Investment Management Inc Equifax Inc Transaction History

Charles Schwab Investment Management Inc

$557 Billion
Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Equifax Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 854,929 shares of EFX stock, worth $197 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

854,929

Previous 833,245 2.6%

Holding current value

$197 Million

Previous $203 Million 9.26%

% of portfolio

0.04%

Previous 0.04%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$205.5 - $280.54 $4.46 Million - $6.08 Million	21,684 Added 2.6%	854,929 $222 Million
Q1 2025 Sep 15, 2025	SELL	$235.63 - $278.34 $5.11 Million - $6.04 Million	-21,684 Reduced 2.54%	833,245 $203 Million
Q1 2025 May 09, 2025	BUY	$235.63 - $278.34 $8.51 Million - $10.1 Million	36,123 Added 4.53%	833,245 $203 Million
Q4 2024 Feb 06, 2025	BUY	$245.03 - $293.5 $7.35 Million - $8.8 Million	29,986 Added 3.91%	797,122 $203 Million
Q3 2024 Nov 12, 2024	BUY	$236.42 - $307.13 $21 Million - $27.3 Million	88,895 Added 13.11%	767,136 $225 Million
Q2 2024 Aug 12, 2024	BUY	$216.2 - $262.74 $3.81 Million - $4.63 Million	17,641 Added 2.67%	678,241 $164 Million
Q1 2024 May 08, 2024	BUY	$233.03 - $273.59 $2.89 Million - $3.39 Million	12,396 Added 1.91%	660,600 $177 Million
Q4 2023 Feb 06, 2024	BUY	$162.68 - $250.41 $2.58 Million - $3.97 Million	15,842 Added 2.51%	648,204 $160 Million
Q3 2023 Nov 08, 2023	BUY	$180.36 - $237.81 $1.5 Million - $1.98 Million	8,329 Added 1.33%	632,362 $116 Million
Q2 2023 Aug 09, 2023	BUY	$194.8 - $235.3 $372,262 - $449,658	1,911 Added 0.31%	624,033 $147 Million
Q1 2023 May 11, 2023	BUY	$193.14 - $230.65 $1.05 Million - $1.25 Million	5,432 Added 0.88%	622,122 $126 Million
Q4 2022 Feb 13, 2023	BUY	$150.24 - $207.1 $2.48 Million - $3.42 Million	16,503 Added 2.75%	616,690 $120 Million
Q3 2022 Nov 14, 2022	BUY	$167.1 - $222.33 $3.13 Million - $4.17 Million	18,749 Added 3.22%	600,187 $103 Million
Q2 2022 Aug 15, 2022	BUY	$170.35 - $234.5 $1.22 Million - $1.68 Million	7,174 Added 1.25%	581,438 $106 Million
Q1 2022 May 13, 2022	BUY	$208.16 - $285.61 $3.04 Million - $4.16 Million	14,582 Added 2.61%	574,264 $136 Million
Q4 2021 Feb 11, 2022	BUY	$253.4 - $297.05 $3.27 Million - $3.83 Million	12,905 Added 2.36%	559,682 $164 Million
Q3 2021 Nov 16, 2021	BUY	$241.17 - $278.28 $1.23 Million - $1.41 Million	5,080 Added 0.94%	546,777 $139 Million
Q2 2021 Aug 16, 2021	BUY	$181.59 - $239.85 $1.69 Million - $2.24 Million	9,319 Added 1.75%	541,697 $130 Million
Q1 2021 May 17, 2021	SELL	$161.88 - $189.88 $3.13 Million - $3.68 Million	-19,355 Reduced 3.51%	532,378 $96.4 Million
Q4 2020 Feb 16, 2021	SELL	$136.6 - $195.17 $6.63 Million - $9.48 Million	-48,568 Reduced 8.09%	551,733 $106 Million
Q3 2020 Nov 13, 2020	SELL	$151.94 - $176.64 $7.32 Million - $8.51 Million	-48,152 Reduced 7.43%	600,301 $94.2 Million
Q2 2020 Aug 14, 2020	SELL	$106.62 - $179.45 $826,731 - $1.39 Million	-7,754 Reduced 1.18%	648,453 $111 Million
Q1 2020 May 15, 2020	SELL	$104.62 - $162.96 $503,431 - $784,163	-4,812 Reduced 0.73%	656,207 $78.4 Million
Q4 2019 Feb 07, 2020	BUY	$133.25 - $146.7 $1 Million - $1.1 Million	7,507 Added 1.15%	661,019 $92.6 Million
Q3 2019 Nov 08, 2019	BUY	$134.68 - $146.78 $1.69 Million - $1.85 Million	12,578 Added 1.96%	653,512 $91.9 Million
Q2 2019 Aug 09, 2019	BUY	$116.43 - $135.24 $1.72 Million - $2 Million	14,815 Added 2.37%	640,934 $86.7 Million
Q1 2019 May 14, 2019	BUY	$91.34 - $118.5 $13.1 Million - $17 Million	143,701 Added 29.79%	626,119 $74.2 Million
Q4 2018 Feb 14, 2019	BUY	$90.0 - $132.39 $1.37 Million - $2.01 Million	15,187 Added 3.25%	482,418 $44.9 Million
Q3 2018 Nov 13, 2018	BUY	$123.25 - $138.06 $1.46 Million - $1.64 Million	11,852 Added 2.6%	467,231 $61 Million
Q2 2018 Aug 08, 2018	BUY	$111.26 - $128.03 $2.19 Million - $2.53 Million	19,727 Added 4.53%	455,379 $57 Million
Q1 2018 May 07, 2018	BUY	$111.5 - $127.49 $1.26 Million - $1.44 Million	11,290 Added 2.66%	435,652 $51.3 Million
Q4 2017 Jan 17, 2018	BUY	$107.2 - $119.78 $3 Million - $3.35 Million	27,973 Added 7.06%	424,362 $50 Million
Q3 2017 Nov 13, 2017	BUY	$92.98 - $146.26 $36.9 Million - $58 Million	396,389	396,389 $42 Million

Others Institutions Holding EFX

# of Institutions

958

Shares Held

118M

Call Options Held

192K

Put Options Held

264K

View Full List

About EQUIFAX INC

Ticker EFX
Exchange NYSE
Sector Industrials
Industry Consulting Services
Shares Outstandng 122,443,000
Market Cap $28.2B
Description
Equifax Inc. provides information solutions and human resources business process automation outsourcing services for businesses, governments, and consumers. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers employment, income, criminal hi...

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Charles Schwab Investment Management Inc Equifax Inc Transaction History