Charles Schwab Investment Management Inc Ever Quote, Inc. Transaction History

Charles Schwab Investment Management Inc

$601 Billion
Q3 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Ever Quote, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 251,908 shares of EVER stock, worth $6.33 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

251,908

Previous 257,518 2.18%

Holding current value

$6.33 Million

Previous $6.23 Million 5.53%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$22.61 - $25.87 $126,842 - $145,130	-5,610 Reduced 2.18%	251,908 $5.88 Million
Q2 2025 Aug 12, 2025	BUY	$20.21 - $26.71 $194,945 - $257,644	9,646 Added 3.89%	257,518 $6.23 Million
Q1 2025 Sep 15, 2025	SELL	$17.84 - $29.71 $172,084 - $286,582	-9,646 Reduced 3.75%	247,872 $6.49 Million
Q1 2025 May 09, 2025	SELL	$17.84 - $29.71 $1.1 Million - $1.83 Million	-61,472 Reduced 19.87%	247,872 $6.49 Million
Q4 2024 Feb 06, 2025	BUY	$16.8 - $21.02 $1.16 Million - $1.45 Million	68,862 Added 28.63%	309,344 $6.18 Million

Q3 2024 Nov 12, 2024	BUY	$20.56 - $26.8 $3.55 Million - $4.63 Million	172,785 Added 255.23%	240,482 $5.07 Million
Q2 2024 Aug 12, 2024	BUY	$18.12 - $25.29 $188,502 - $263,091	10,403 Added 18.16%	67,697 $1.41 Million
Q1 2024 May 08, 2024	SELL	$10.45 - $19.1 $19,144 - $34,991	-1,832 Reduced 3.1%	57,294 $1.06 Million
Q4 2023 Feb 06, 2024	BUY	$6.71 - $13.1 $15,956 - $31,151	2,378 Added 4.19%	59,126 $723,000
Q2 2023 Aug 09, 2023	BUY	$6.3 - $14.27 $22,100 - $50,059	3,508 Added 6.59%	56,748 $368,000
Q4 2022 Feb 13, 2023	BUY	$5.54 - $15.56 $4,825 - $13,552	871 Added 1.66%	53,240 $784,000
Q3 2022 Nov 14, 2022	BUY	$6.5 - $11.85 $9,665 - $17,620	1,487 Added 2.92%	52,369 $358,000
Q2 2022 Aug 15, 2022	SELL	$7.46 - $16.73 $13,510 - $30,298	-1,811 Reduced 3.44%	50,882 $450,000
Q1 2022 May 13, 2022	BUY	$12.09 - $16.88 $15,148 - $21,150	1,253 Added 2.44%	52,693 $853,000
Q4 2021 Feb 11, 2022	BUY	$12.07 - $19.15 $24,900 - $39,506	2,063 Added 4.18%	51,440 $806,000
Q3 2021 Nov 16, 2021	SELL	$18.6 - $32.83 $798,200 - $1.41 Million	-42,914 Reduced 46.5%	49,377 $920,000
Q2 2021 Aug 16, 2021	BUY	$28.59 - $38.52 $356,374 - $480,151	12,465 Added 15.62%	92,291 $3.02 Million
Q1 2021 May 17, 2021	BUY	$34.09 - $51.82 $210,267 - $319,625	6,168 Added 8.37%	79,826 $2.9 Million
Q4 2020 Feb 16, 2021	BUY	$32.45 - $41.51 $84,142 - $107,635	2,593 Added 3.65%	73,658 $2.75 Million
Q3 2020 Nov 13, 2020	BUY	$35.5 - $62.79 $1.31 Million - $2.32 Million	36,920 Added 108.13%	71,065 $2.75 Million
Q2 2020 Aug 14, 2020	BUY	$23.05 - $62.62 $251,221 - $682,495	10,899 Added 46.89%	34,145 $1.99 Million
Q3 2019 Nov 08, 2019	BUY	$13.2 - $24.73 $74,038 - $138,710	5,609 Added 31.8%	23,246 $497,000
Q2 2019 Aug 09, 2019	BUY	$7.83 - $13.0 $138,097 - $229,281	17,637 New	17,637 $230,000

Others Institutions Holding EVER

# of Institutions

227

Shares Held

26.7M

Call Options Held

99.9K

Put Options Held

116K

View Full List

About EverQuote, Inc.

Ticker EVER
Exchange NASDAQ
Sector Communication Services
Industry Internet Content & Information
Shares Outstandng 25,536,500
Market Cap $641M
Description
EverQuote, Inc. operates an online marketplace for insurance shopping in the United States. The company's online marketplace offers consumers shopping for auto, home and renters, life, and health insurance. It serves carriers and agents, as well as indirect distributors. The company was formerly known as AdHarmonics, Inc., and changed its name t...

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Charles Schwab Investment Management Inc Ever Quote, Inc. Transaction History