Charles Schwab Investment Management Inc Nerdwallet, Inc. Transaction History

Charles Schwab Investment Management Inc

$519 Billion
Q2 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Nerdwallet, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 324,235 shares of NRDS stock, worth $4.03 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

324,235

Previous 300,941 7.74%

Holding current value

$4.03 Million

Previous $4.42 Million 7.01%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$12.57 - $14.6 $292,805 - $340,092	23,294 Added 7.74%	324,235 $4.73 Million
Q1 2024 May 08, 2024	SELL	$13.33 - $16.98 $20,034 - $25,520	-1,503 Reduced 0.5%	300,941 $4.42 Million
Q4 2023 Feb 06, 2024	BUY	$6.51 - $15.21 $110,800 - $258,874	17,020 Added 5.96%	302,444 $4.45 Million
Q3 2023 Nov 08, 2023	BUY	$8.3 - $11.22 $306,153 - $413,860	36,886 Added 14.84%	285,424 $2.54 Million
Q2 2023 Aug 09, 2023	BUY	$8.34 - $15.63 $205,055 - $384,294	24,587 Added 10.98%	248,538 $2.34 Million
Q1 2023 May 11, 2023	SELL	$9.28 - $21.58 $4,760 - $11,070	-513 Reduced 0.23%	223,951 $3.62 Million
Q4 2022 Feb 13, 2023	BUY	$8.75 - $14.34 $64,093 - $105,040	7,325 Added 3.37%	224,464 $2.15 Million
Q3 2022 Nov 14, 2022	BUY	$7.87 - $11.58 $993,752 - $1.46 Million	126,271 Added 138.96%	217,139 $1.93 Million
Q2 2022 Aug 15, 2022	BUY	$7.38 - $12.58 $406,697 - $693,258	55,108 Added 154.11%	90,868 $721,000
Q1 2022 May 13, 2022	BUY	$9.55 - $15.95 $8,031 - $13,413	841 Added 2.41%	35,760 $429,000
Q4 2021 Feb 11, 2022	BUY	$14.24 - $28.3 $497,246 - $988,207	34,919 New	34,919 $543,000

Others Institutions Holding NRDS

# of Institutions

115

Shares Held

28.7M

Call Options Held

171K

Put Options Held

14.1K

View Full List

About NERDWALLET, INC.

Ticker NRDS
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 42,033,700
Market Cap $523M
Description
NerdWallet, Inc. operates a digital platform that provides consumer-driven advice about personal finance by connecting individuals and small and mid-sized businesses with financial products providers. The company's platform offers guidance to consumers through educational content, tools and calculators, and product marketplaces, as well as NerdW...

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Charles Schwab Investment Management Inc Nerdwallet, Inc. Transaction History