A detailed history of Charles Schwab Investment Management Inc transactions in First Foundation Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 503,824 shares of FFWM stock, worth $4.01 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
503,824
Previous 413,212 21.93%
Holding current value
$4.01 Million
Previous $2.71 Million 16.15%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$5.0 - $7.08 $453,060 - $641,532
90,612 Added 21.93%
503,824 $3.14 Million
Q2 2024

Aug 12, 2024

BUY
$5.27 - $7.37 $46,518 - $65,054
8,827 Added 2.18%
413,212 $2.71 Million
Q1 2024

May 08, 2024

BUY
$6.6 - $10.93 $41,296 - $68,389
6,257 Added 1.57%
404,385 $3.05 Million
Q4 2023

Feb 06, 2024

SELL
$4.54 - $9.89 $24,788 - $53,999
-5,460 Reduced 1.35%
398,128 $3.85 Million
Q3 2023

Nov 08, 2023

BUY
$3.83 - $8.27 $85,328 - $184,247
22,279 Added 5.84%
403,588 $2.45 Million
Q2 2023

Aug 09, 2023

BUY
$3.79 - $7.31 $8,690 - $16,761
2,293 Added 0.6%
381,309 $1.51 Million
Q1 2023

May 11, 2023

BUY
$6.81 - $16.42 $14,117 - $34,038
2,073 Added 0.55%
379,016 $2.82 Million
Q4 2022

Feb 13, 2023

BUY
$13.59 - $19.27 $97,114 - $137,703
7,146 Added 1.93%
376,943 $5.4 Million
Q3 2022

Nov 14, 2022

BUY
$18.14 - $21.85 $220,781 - $265,936
12,171 Added 3.4%
369,797 $6.71 Million
Q2 2022

Aug 15, 2022

SELL
$20.48 - $24.17 $46,776 - $55,204
-2,284 Reduced 0.63%
357,626 $7.33 Million
Q1 2022

May 13, 2022

BUY
$23.94 - $27.56 $1.88 Million - $2.17 Million
78,701 Added 27.99%
359,910 $8.74 Million
Q4 2021

Feb 11, 2022

BUY
$24.24 - $29.12 $188,053 - $225,912
7,758 Added 2.84%
281,209 $6.99 Million
Q3 2021

Nov 16, 2021

BUY
$21.37 - $26.77 $37,397 - $46,847
1,750 Added 0.64%
273,451 $7.19 Million
Q2 2021

Aug 16, 2021

BUY
$21.92 - $25.69 $96,535 - $113,138
4,404 Added 1.65%
271,701 $6.12 Million
Q1 2021

May 17, 2021

BUY
$19.8 - $24.9 $160,142 - $201,391
8,088 Added 3.12%
267,297 $6.27 Million
Q4 2020

Feb 16, 2021

BUY
$13.22 - $20.32 $48,966 - $75,265
3,704 Added 1.45%
259,209 $5.19 Million
Q3 2020

Nov 13, 2020

SELL
$12.4 - $16.63 $24,663 - $33,077
-1,989 Reduced 0.77%
255,505 $3.34 Million
Q2 2020

Aug 14, 2020

SELL
$9.49 - $16.99 $52,090 - $93,258
-5,489 Reduced 2.09%
257,494 $4.21 Million
Q1 2020

May 15, 2020

SELL
$8.32 - $17.41 $188,015 - $393,431
-22,598 Reduced 7.91%
262,983 $2.69 Million
Q4 2019

Feb 07, 2020

BUY
$14.48 - $17.56 $64,913 - $78,721
4,483 Added 1.59%
285,581 $4.97 Million
Q3 2019

Nov 08, 2019

BUY
$13.7 - $15.28 $795,764 - $887,538
58,085 Added 26.05%
281,098 $4.29 Million
Q2 2019

Aug 09, 2019

BUY
$13.05 - $14.9 $77,569 - $88,565
5,944 Added 2.74%
223,013 $3 Million
Q1 2019

May 14, 2019

BUY
$13.18 - $15.6 $104,069 - $123,177
7,896 Added 3.77%
217,069 $2.95 Million
Q4 2018

Feb 14, 2019

BUY
$12.05 - $16.51 $27,449 - $37,609
2,278 Added 1.1%
209,173 $2.69 Million
Q3 2018

Nov 13, 2018

BUY
$15.22 - $19.71 $677,107 - $876,858
44,488 Added 27.39%
206,895 $3.23 Million
Q2 2018

Aug 08, 2018

BUY
$17.88 - $20.23 $429,137 - $485,540
24,001 Added 17.34%
162,407 $3.01 Million
Q1 2018

May 07, 2018

BUY
$17.63 - $19.49 $190,333 - $210,414
10,796 Added 8.46%
138,406 $2.57 Million
Q4 2017

Jan 17, 2018

BUY
$17.4 - $19.27 $258,302 - $286,063
14,845 Added 13.16%
127,610 $2.37 Million
Q3 2017

Nov 13, 2017

BUY
$16.17 - $17.92 $1.82 Million - $2.02 Million
112,765
112,765 $2.02 Million

Others Institutions Holding FFWM

About First Foundation Inc.


  • Ticker FFWM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 56,387,700
  • Market Cap $448M
  • Description
  • First Foundation Inc., through its subsidiaries, provides personal banking, business banking, and private wealth management services in the United States. It operates through two segments, Banking and Wealth Management. The company offers a range of bank deposit products, including personal and business checking accounts, savings accounts, inter...
More about FFWM
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.