Charles Schwab Investment Management Inc Engage Smart, Inc. Transaction History

Charles Schwab Investment Management Inc

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$18.44 - $22.93 $76,157 - $94,700	4,130 Added 1.16%	361,061 $8.27 Million
Q3 2023 Nov 08, 2023	BUY	$16.28 - $19.58 $1.12 Million - $1.34 Million	68,648 Added 23.81%	356,931 $6.42 Million
Q2 2023 Aug 09, 2023	BUY	$16.0 - $19.45 $545,952 - $663,672	34,122 Added 13.43%	288,283 $5.5 Million
Q1 2023 May 11, 2023	SELL	$16.83 - $21.72 $89,316 - $115,268	-5,307 Reduced 2.05%	254,161 $4.89 Million
Q4 2022 Feb 13, 2023	BUY	$15.44 - $22.27 $103,185 - $148,830	6,683 Added 2.64%	259,468 $4.57 Million
Q3 2022 Nov 14, 2022	BUY	$16.28 - $22.43 $2.87 Million - $3.95 Million	176,099 Added 229.64%	252,785 $5.23 Million
Q2 2022 Aug 15, 2022	BUY	$16.08 - $22.38 $652,060 - $907,531	40,551 Added 112.22%	76,686 $1.23 Million
Q1 2022 May 13, 2022	BUY	$17.3 - $23.76 $24,289 - $33,359	1,404 Added 4.04%	36,135 $771,000
Q4 2021 Feb 11, 2022	BUY	$20.54 - $34.43 $713,374 - $1.2 Million	34,731 New	34,731 $838,000

151K

Ticker ESMT
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 163,836,000
Description
EngageSmart, Inc. provides Software-as-a-Service based customer engagement software and integrated payment solutions. It operates through two segments, Enterprise Solutions and SMB (small and medium sized business) Solutions. The company offers SimplePractice, an end-to-end practice management and electronic health record platform for health and...

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