Charles Schwab Investment Management Inc Focus Financial Partners Inc. Transaction History

Charles Schwab Investment Management Inc

$515 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$51.84 - $52.53 $63,504 - $64,349	1,225 Added 0.24%	518,264 $27.2 Million
Q1 2023 May 11, 2023	BUY	$37.77 - $51.93 $286,976 - $394,564	7,598 Added 1.49%	517,039 $26.8 Million
Q4 2022 Feb 13, 2023	BUY	$30.65 - $39.97 $955,575 - $1.25 Million	31,177 Added 6.52%	509,441 $19 Million
Q3 2022 Nov 14, 2022	BUY	$31.51 - $44.25 $1.33 Million - $1.87 Million	42,198 Added 9.68%	478,264 $15.1 Million
Q2 2022 Aug 15, 2022	SELL	$31.44 - $46.02 $47,285 - $69,214	-1,504 Reduced 0.34%	436,066 $14.9 Million
Q1 2022 May 13, 2022	BUY	$43.07 - $61.16 $2.45 Million - $3.48 Million	56,857 Added 14.93%	437,570 $20 Million
Q4 2021 Feb 11, 2022	BUY	$52.65 - $68.21 $398,349 - $516,076	7,566 Added 2.03%	380,713 $22.7 Million
Q3 2021 Nov 16, 2021	BUY	$48.09 - $53.55 $1.13 Million - $1.26 Million	23,461 Added 6.71%	373,147 $19.5 Million
Q2 2021 Aug 16, 2021	BUY	$42.34 - $54.45 $3.34 Million - $4.3 Million	78,936 Added 29.15%	349,686 $17 Million
Q1 2021 May 17, 2021	BUY	$41.36 - $54.7 $2.37 Million - $3.13 Million	57,226 Added 26.8%	270,750 $11.3 Million
Q4 2020 Feb 16, 2021	BUY	$32.93 - $46.17 $279,246 - $391,521	8,480 Added 4.14%	213,524 $9.29 Million
Q3 2020 Nov 13, 2020	SELL	$30.42 - $39.94 $70,787 - $92,940	-2,327 Reduced 1.12%	205,044 $6.72 Million
Q2 2020 Aug 14, 2020	BUY	$18.66 - $33.05 $332,166 - $588,323	17,801 Added 9.39%	207,371 $6.85 Million
Q1 2020 May 15, 2020	BUY	$13.88 - $34.04 $51,855 - $127,173	3,736 Added 2.01%	189,570 $4.36 Million
Q4 2019 Feb 07, 2020	BUY	$21.28 - $30.22 $52,284 - $74,250	2,457 Added 1.34%	185,834 $5.48 Million
Q3 2019 Nov 08, 2019	BUY	$19.58 - $29.82 $751,421 - $1.14 Million	38,377 Added 26.47%	183,377 $4.37 Million
Q2 2019 Aug 09, 2019	BUY	$26.9 - $38.75 $373,398 - $537,888	13,881 Added 10.59%	145,000 $3.96 Million
Q1 2019 May 14, 2019	BUY	$24.78 - $39.15 $637,490 - $1.01 Million	25,726 Added 24.41%	131,119 $4.67 Million
Q4 2018 Feb 14, 2019	SELL	$23.25 - $47.44 $9,951 - $20,304	-428 Reduced 0.4%	105,393 $2.78 Million
Q3 2018 Nov 13, 2018	BUY	$36.95 - $48.4 $3.91 Million - $5.12 Million	105,821 New	105,821 $5.02 Million

Others Institutions Holding FOCS

# of Institutions

Shares Held

78.5K

Call Options Held

Put Options Held

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About Focus Financial Partners Inc.

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

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