Charles Schwab Investment Management Inc Lithia Motors Inc Transaction History

Charles Schwab Investment Management Inc

  • $521 Billion
  • Q1 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Lithia Motors Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 210,934 shares of LAD stock, worth $72.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
210,934
Previous 208,253 1.29%
Holding current value
$72.5 Million
Previous $74.4 Million 16.82%
% of portfolio
0.01%
Previous 0.01%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$285.59 - $385.71 $765,666 - $1.03 Million
2,681 Added 1.29%
210,934 $61.9 Million
Q4 2024

Feb 06, 2025
BUY
$303.15 - $394.27 $639,040 - $831,121
2,108 Added 1.02%
208,253 $74.4 Million
Q3 2024

Nov 12, 2024
SELL
$243.05 - $320.83 $4.06 Million - $5.36 Million
-16,721 Reduced 7.5%
206,145 $65.5 Million
Q2 2024

Aug 12, 2024
BUY
$246.33 - $295.77 $2 Million - $2.4 Million
8,101 Added 3.77%
222,866 $56.3 Million
Q1 2024

May 08, 2024
BUY
$281.43 - $324.78 $1.75 Million - $2.03 Million
6,236 Added 2.99%
214,765 $64.6 Million
Q4 2023

Feb 06, 2024
BUY
$234.38 - $329.28 $2.18 Million - $3.06 Million
9,296 Added 4.67%
208,529 $68.7 Million
Q3 2023

Nov 08, 2023
SELL
$286.26 - $325.26 $18.4 Million - $20.9 Million
-64,149 Reduced 24.36%
199,233 $58.8 Million
Q2 2023

Aug 09, 2023
BUY
$207.13 - $304.11 $1.5 Million - $2.2 Million
7,250 Added 2.83%
263,382 $80.1 Million
Q1 2023

May 11, 2023
BUY
$201.08 - $294.3 $871,480 - $1.28 Million
4,334 Added 1.72%
256,132 $58.6 Million
Q4 2022

Feb 13, 2023
BUY
$183.09 - $240.43 $1.57 Million - $2.07 Million
8,597 Added 3.53%
251,798 $51.6 Million
Q3 2022

Nov 14, 2022
SELL
$214.55 - $295.56 $559,117 - $770,229
-2,606 Reduced 1.06%
243,201 $52.2 Million
Q2 2022

Aug 15, 2022
SELL
$254.52 - $311.12 $2.77 Million - $3.39 Million
-10,894 Reduced 4.24%
245,807 $67.6 Million
Q1 2022

May 13, 2022
BUY
$280.06 - $345.84 $2.69 Million - $3.33 Million
9,621 Added 3.89%
256,701 $77 Million
Q4 2021

Feb 11, 2022
BUY
$279.0 - $342.01 $1.86 Million - $2.28 Million
6,670 Added 2.77%
247,080 $73.4 Million
Q3 2021

Nov 16, 2021
BUY
$317.04 - $381.52 $1.2 Million - $1.45 Million
3,790 Added 1.6%
240,410 $76.2 Million
Q2 2021

Aug 16, 2021
SELL
$313.14 - $402.83 $9.01 Million - $11.6 Million
-28,768 Reduced 10.84%
236,620 $81.3 Million
Q1 2021

May 17, 2021
BUY
$284.24 - $414.12 $3.45 Million - $5.03 Million
12,145 Added 4.8%
265,388 $104 Million
Q4 2020

Feb 16, 2021
BUY
$229.57 - $308.63 $7.64 Million - $10.3 Million
33,258 Added 15.12%
253,243 $74.1 Million
Q3 2020

Nov 13, 2020
BUY
$154.95 - $273.4 $6.85 Million - $12.1 Million
44,238 Added 25.17%
219,985 $50.1 Million
Q2 2020

Aug 14, 2020
BUY
$67.1 - $153.14 $245,720 - $560,798
3,662 Added 2.13%
175,747 $26.6 Million
Q1 2020

May 15, 2020
BUY
$63.38 - $147.37 $127,140 - $295,624
2,006 Added 1.18%
172,085 $14.1 Million
Q4 2019

Feb 07, 2020
BUY
$121.05 - $163.68 $175,764 - $237,663
1,452 Added 0.86%
170,079 $25 Million
Q3 2019

Nov 08, 2019
BUY
$116.21 - $136.44 $1.68 Million - $1.97 Million
14,452 Added 9.37%
168,627 $22.3 Million
Q2 2019

Aug 09, 2019
BUY
$92.79 - $120.57 $363,551 - $472,393
3,918 Added 2.61%
154,175 $18.3 Million
Q1 2019

May 14, 2019
SELL
$78.57 - $92.75 $6.99 Million - $8.25 Million
-88,947 Reduced 37.18%
150,257 $13.9 Million
Q4 2018

Feb 14, 2019
BUY
$69.15 - $90.8 $732,851 - $962,298
10,598 Added 4.64%
239,204 $18.3 Million
Q3 2018

Nov 13, 2018
BUY
$81.44 - $98.89 $1.82 Million - $2.21 Million
22,307 Added 10.81%
228,606 $18.7 Million
Q2 2018

Aug 08, 2018
BUY
$94.57 - $104.7 $2.03 Million - $2.25 Million
21,449 Added 11.6%
206,299 $19.5 Million
Q1 2018

May 07, 2018
BUY
$98.9 - $126.57 $1.17 Million - $1.49 Million
11,787 Added 6.81%
184,850 $18.6 Million
Q4 2017

Jan 17, 2018
BUY
$109.51 - $122.28 $858,558 - $958,675
7,840 Added 4.75%
173,063 $19.7 Million
Q3 2017

Nov 13, 2017
BUY
$98.97 - $120.31 $16.4 Million - $19.9 Million
165,223
165,223 $19.9 Million

Others Institutions Holding LAD

# of Institutions
530
Shares Held
28.1M
Call Options Held
98.4K
Put Options Held
113K
View Full List

About LITHIA MOTORS INC

LAD Quotes by TradingView
  • Ticker LAD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Auto & Truck Dealerships
  • Shares Outstandng 27,338,400
  • Market Cap $9.4B
  • Description
  • Lithia Motors, Inc. operates as an automotive retailer in the United States. The company operates through three segments: Domestic, Import, and Luxury. It offers new and used vehicles; vehicle financing services; warranties, insurance contracts, and vehicle and theft protection services; and automotive repair and maintenance services, as well as...
More about LAD
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