Charles Schwab Investment Management Inc Five9, Inc. Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Five9, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 633,704 shares of FIVN stock, worth $13.9 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
633,704
Previous 453,002 39.89%
Holding current value
$13.9 Million
Previous $12.3 Million 36.43%
% of portfolio
0.0%
Previous 0.0%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$21.54 - $29.56 $3.89 Million - $5.34 Million
180,702 Added 39.89%
633,704 $16.8 Million
Q1 2025

Sep 15, 2025
SELL
$27.15 - $42.82 $4.91 Million - $7.74 Million
-180,702 Reduced 28.52%
453,002 $12.3 Million
Q1 2025

May 09, 2025
SELL
$27.15 - $42.82 $344,805 - $543,814
-12,700 Reduced 2.73%
453,002 $12.3 Million
Q4 2024

Feb 06, 2025
BUY
$27.26 - $43.41 $230,210 - $366,597
8,445 Added 1.85%
465,702 $18.9 Million
Q3 2024

Nov 12, 2024
SELL
$26.99 - $46.76 $469,626 - $813,624
-17,400 Reduced 3.67%
457,257 $13.1 Million
Q2 2024

Aug 12, 2024
BUY
$39.54 - $61.93 $811,637 - $1.27 Million
20,527 Added 4.52%
474,657 $20.9 Million
Q1 2024

May 08, 2024
BUY
$56.88 - $79.79 $392,073 - $549,992
6,893 Added 1.54%
454,130 $28.2 Million
Q4 2023

Feb 06, 2024
BUY
$55.69 - $85.47 $897,054 - $1.38 Million
16,108 Added 3.74%
447,237 $35.2 Million
Q3 2023

Nov 08, 2023
BUY
$63.31 - $87.94 $558,077 - $775,191
8,815 Added 2.09%
431,129 $27.7 Million
Q2 2023

Aug 09, 2023
BUY
$51.5 - $82.45 $149,659 - $239,599
2,906 Added 0.69%
422,314 $34.8 Million
Q1 2023

May 11, 2023
BUY
$60.41 - $85.61 $150,662 - $213,511
2,494 Added 0.6%
419,408 $30.3 Million
Q4 2022

Feb 13, 2023
BUY
$47.3 - $81.45 $1.03 Million - $1.78 Million
21,806 Added 5.52%
416,914 $28.3 Million
Q3 2022

Nov 14, 2022
BUY
$74.98 - $118.02 $426,486 - $671,297
5,688 Added 1.46%
395,108 $29.6 Million
Q2 2022

Aug 15, 2022
BUY
$82.23 - $119.09 $1.27 Million - $1.84 Million
15,486 Added 4.14%
389,420 $35.5 Million
Q1 2022

May 13, 2022
BUY
$83.12 - $138.95 $645,260 - $1.08 Million
7,763 Added 2.12%
373,934 $41.3 Million
Q4 2021

Feb 11, 2022
BUY
$128.25 - $167.26 $1.41 Million - $1.84 Million
11,015 Added 3.1%
366,171 $50.3 Million
Q3 2021

Nov 16, 2021
BUY
$158.23 - $209.7 $2.33 Million - $3.09 Million
14,748 Added 4.33%
355,156 $56.7 Million
Q2 2021

Aug 16, 2021
BUY
$155.97 - $187.97 $1.5 Million - $1.81 Million
9,613 Added 2.91%
340,408 $62.4 Million
Q1 2021

May 17, 2021
BUY
$151.44 - $197.79 $617,118 - $805,994
4,075 Added 1.25%
330,795 $51.7 Million
Q4 2020

Feb 16, 2021
BUY
$131.95 - $186.65 $955,186 - $1.35 Million
7,239 Added 2.27%
326,720 $57 Million
Q3 2020

Nov 13, 2020
BUY
$110.56 - $129.86 $1.59 Million - $1.86 Million
14,357 Added 4.71%
319,481 $41.4 Million
Q2 2020

Aug 14, 2020
SELL
$73.74 - $110.67 $7.16 Million - $10.8 Million
-97,143 Reduced 24.15%
305,124 $33.8 Million
Q1 2020

May 15, 2020
BUY
$56.45 - $78.75 $1.64 Million - $2.28 Million
28,976 Added 7.76%
402,267 $30.8 Million
Q4 2019

Feb 07, 2020
BUY
$51.98 - $69.07 $456,384 - $606,434
8,780 Added 2.41%
373,291 $24.5 Million
Q3 2019

Nov 08, 2019
BUY
$47.47 - $64.0 $790,517 - $1.07 Million
16,653 Added 4.79%
364,511 $19.6 Million
Q2 2019

Aug 09, 2019
BUY
$46.9 - $54.93 $734,594 - $860,368
15,663 Added 4.72%
347,858 $17.8 Million
Q1 2019

May 14, 2019
BUY
$40.98 - $56.49 $531,469 - $732,618
12,969 Added 4.06%
332,195 $17.6 Million
Q4 2018

Feb 14, 2019
BUY
$35.49 - $44.04 $96,000 - $119,128
2,705 Added 0.85%
319,226 $14 Million
Q3 2018

Nov 13, 2018
BUY
$31.9 - $48.47 $811,759 - $1.23 Million
25,447 Added 8.74%
316,521 $13.8 Million
Q2 2018

Aug 08, 2018
BUY
$27.21 - $39.01 $139,505 - $200,004
5,127 Added 1.79%
291,074 $10.1 Million
Q1 2018

May 07, 2018
SELL
$22.88 - $32.07 $908,496 - $1.27 Million
-39,707 Reduced 12.19%
285,947 $8.52 Million
Q4 2017

Jan 17, 2018
BUY
$22.73 - $25.82 $267,554 - $303,927
11,771 Added 3.75%
325,654 $8.1 Million
Q3 2017

Nov 13, 2017
BUY
$19.93 - $23.9 $6.26 Million - $7.5 Million
313,883
313,883 $7.5 Million

Others Institutions Holding FIVN

# of Institutions
359
Shares Held
85.8M
Call Options Held
5.73M
Put Options Held
4.18M
View Full List

About Five9, Inc.

FIVN Quotes by TradingView
  • Ticker FIVN
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 70,103,000
  • Market Cap $1.53B
  • Description
  • Five9, Inc., together with its subsidiaries, provides cloud software for contact centers in the United States and internationally. The company offers virtual contact center cloud platform that delivers a suite of applications, which enables the breadth of contact center-related customer service, sales, and marketing functions. Its solution enabl...
More about FIVN
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