A detailed history of Charles Schwab Investment Management Inc transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,962,099 shares of PECO stock, worth $64.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,962,099
Previous 1,872,476 4.79%
Holding current value
$64.2 Million
Previous $68.3 Million 3.03%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$34.3 - $36.64 $3.07 Million - $3.28 Million
89,623 Added 4.79%
1,962,099 $70.4 Million
Q4 2023

Feb 06, 2024

BUY
$32.43 - $37.25 $4.7 Million - $5.4 Million
145,078 Added 8.4%
1,872,476 $68.3 Million
Q3 2023

Nov 08, 2023

BUY
$33.1 - $36.16 $3.55 Million - $3.88 Million
107,214 Added 6.62%
1,727,398 $57.9 Million
Q2 2023

Aug 09, 2023

BUY
$28.14 - $34.09 $3.35 Million - $4.06 Million
119,093 Added 7.93%
1,620,184 $55.2 Million
Q1 2023

May 11, 2023

BUY
$30.04 - $34.47 $2.38 Million - $2.73 Million
79,119 Added 5.56%
1,501,091 $49 Million
Q4 2022

Feb 13, 2023

BUY
$28.0 - $33.27 $1.25 Million - $1.49 Million
44,756 Added 3.25%
1,421,972 $45.3 Million
Q3 2022

Nov 14, 2022

BUY
$27.33 - $35.13 $15.5 Million - $19.9 Million
566,424 Added 69.86%
1,377,216 $38.6 Million
Q2 2022

Aug 15, 2022

SELL
$31.26 - $36.04 $549,988 - $634,087
-17,594 Reduced 2.12%
810,792 $27.1 Million
Q1 2022

May 13, 2022

BUY
$30.58 - $35.22 $21.2 Million - $24.4 Million
691,801 Added 506.5%
828,386 $28.5 Million
Q4 2021

Feb 11, 2022

BUY
$30.14 - $34.22 $50,122 - $56,907
1,663 Added 1.23%
136,585 $4.51 Million
Q3 2021

Nov 16, 2021

BUY
$7.23 - $31.0 $975,486 - $4.18 Million
134,922 New
134,922 $4.14 Million

Others Institutions Holding PECO

About Phillips Edison & Company, Inc.


  • Ticker PECO
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 116,700,000
  • Market Cap $3.82B
  • Description
  • Phillips Edison & Company, Inc. (?PECO?), an internally-managed REIT, is one of the nation's largest owners and operators of grocery-anchored shopping centers. PECO's diversified portfolio of well-occupied neighborhood shopping centers features a mix of national and regional retailers selling necessity-based goods and services in fundamental...
More about PECO
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