Charles Schwab Investment Management Inc First Business Financial Services, Inc. Transaction History

Charles Schwab Investment Management Inc

$429 Billion
Q1 2024

A detailed history of Charles Schwab Investment Management Inc transactions in First Business Financial Services, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 20,699 shares of FBIZ stock, worth $765,656. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,699

Previous 20,699 -0.0%

Holding current value

$765,656

Previous $830,000 6.51%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$29.28 - $41.03 $468 - $656	16 Added 0.08%	20,699 $830,000
Q2 2023 Aug 09, 2023	SELL	$25.24 - $31.37 $7,698 - $9,567	-305 Reduced 1.45%	20,683 $609,000
Q1 2023 May 11, 2023	BUY	$30.12 - $37.06 $5,481 - $6,744	182 Added 0.87%	20,988 $640,000
Q4 2022 Feb 13, 2023	BUY	$33.07 - $39.59 $25,993 - $31,117	786 Added 3.93%	20,806 $760,000
Q3 2022 Nov 14, 2022	BUY	$30.11 - $36.41 $752 - $910	25 Added 0.13%	20,020 $647,000

Q2 2022 Aug 15, 2022	BUY	$30.65 - $35.39 $612,846 - $707,623	19,995 New	19,995 $624,000
Q2 2021 Aug 16, 2021	SELL	$24.0 - $28.01 $478,248 - $558,155	-19,927 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$14.25 - $20.72 $16,829 - $24,470	1,181 Added 6.3%	19,927 $367,000
Q3 2020 Nov 13, 2020	SELL	$13.74 - $18.89 $17,779 - $24,443	-1,294 Reduced 6.46%	18,746 $268,000
Q2 2019 Aug 09, 2019	BUY	$20.64 - $24.23 $21,279 - $24,981	1,031 Added 5.42%	20,040 $471,000
Q4 2018 Feb 14, 2019	BUY	$19.0 - $22.84 $34,960 - $42,025	1,840 Added 10.72%	19,009 $371,000
Q3 2018 Nov 13, 2018	BUY	$21.76 - $25.99 $19,584 - $23,391	900 Added 5.53%	17,169 $398,000
Q2 2018 Aug 08, 2018	BUY	$24.88 - $26.4 $36,523 - $38,755	1,468 Added 9.92%	16,269 $423,000
Q1 2018 May 07, 2018	SELL	$22.22 - $25.87 $55,038 - $64,079	-2,477 Reduced 14.34%	14,801 $373,000
Q4 2017 Jan 17, 2018	BUY	$21.15 - $23.82 $120,089 - $135,249	5,678 Added 48.95%	17,278 $383,000
Q3 2017 Nov 13, 2017	BUY	$20.79 - $22.75 $241,164 - $263,900	11,600	11,600 $264,000

Others Institutions Holding FBIZ

# of Institutions

Shares Held

5.25M

Call Options Held

Put Options Held

View Full List

About FIRST BUSINESS FINANCIAL SERVICES, INC.

Ticker FBIZ
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 8,475,950
Market Cap $314M
Description
First Business Financial Services, Inc. operates as the bank holding company for First Business Bank that provides commercial banking products and services for small and medium-sized businesses, business owners, executives, professionals, and high net worth individuals. The company offers deposit products, such as non-interest-bearing transactio...

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Charles Schwab Investment Management Inc First Business Financial Services, Inc. Transaction History