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 21,524 shares of FBIZ stock, worth $1.09 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,524
Previous 21,524 -0.0%
Holding current value
$1.09 Million
Previous $796,000 23.24%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$32.88 - $36.99 $27,126 - $30,516
825 Added 3.99%
21,524 $796,000
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

About FIRST BUSINESS FINANCIAL SERVICES, INC.


  • Ticker FBIZ
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 8,475,950
  • Market Cap $428M
  • 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...
More about FBIZ
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.