Charles Schwab Investment Management Inc Phreesia, Inc. Transaction History

Charles Schwab Investment Management Inc

$521 Billion
Q1 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Phreesia, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 522,384 shares of PHR stock, worth $13.5 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

522,384

Previous 493,448 5.86%

Holding current value

$13.5 Million

Previous $12.4 Million 7.55%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$21.97 - $30.01 $635,723 - $868,369	28,936 Added 5.86%	522,384 $13.4 Million
Q4 2024 Feb 06, 2025	BUY	$18.04 - $25.76 $833,610 - $1.19 Million	46,209 Added 10.33%	493,448 $12.4 Million
Q3 2024 Nov 12, 2024	BUY	$18.82 - $26.01 $303,227 - $419,073	16,112 Added 3.74%	447,239 $10.2 Million
Q2 2024 Aug 12, 2024	BUY	$18.54 - $24.31 $182,989 - $239,939	9,870 Added 2.34%	431,127 $9.14 Million
Q1 2024 May 08, 2024	BUY	$22.04 - $28.86 $187,207 - $245,136	8,494 Added 2.06%	421,257 $10.1 Million
Q4 2023 Feb 06, 2024	BUY	$12.39 - $24.0 $189,542 - $367,152	15,298 Added 3.85%	412,763 $9.56 Million
Q3 2023 Nov 08, 2023	BUY	$17.64 - $34.52 $74,917 - $146,606	4,247 Added 1.08%	397,465 $7.42 Million
Q2 2023 Aug 09, 2023	BUY	$28.01 - $34.23 $241,922 - $295,644	8,637 Added 2.25%	393,218 $12.2 Million
Q1 2023 May 11, 2023	BUY	$30.66 - $39.48 $16,525 - $21,279	539 Added 0.14%	384,581 $12.4 Million
Q4 2022 Feb 13, 2023	BUY	$22.29 - $35.34 $222,766 - $353,187	9,994 Added 2.67%	384,042 $12.4 Million
Q3 2022 Nov 14, 2022	BUY	$21.92 - $29.19 $243,772 - $324,621	11,121 Added 3.06%	374,048 $9.53 Million
Q2 2022 Aug 15, 2022	SELL	$13.72 - $30.31 $100,828 - $222,748	-7,349 Reduced 1.98%	362,927 $9.08 Million
Q1 2022 May 13, 2022	BUY	$23.5 - $42.96 $327,308 - $598,346	13,928 Added 3.91%	370,276 $9.76 Million
Q4 2021 Feb 11, 2022	BUY	$39.92 - $74.89 $334,170 - $626,904	8,371 Added 2.41%	356,348 $14.8 Million
Q3 2021 Nov 16, 2021	BUY	$60.65 - $72.12 $5.48 Million - $6.52 Million	90,371 Added 35.08%	347,977 $21.5 Million
Q2 2021 Aug 16, 2021	BUY	$43.51 - $61.94 $1.97 Million - $2.81 Million	45,299 Added 21.34%	257,606 $15.8 Million
Q1 2021 May 17, 2021	SELL	$50.85 - $80.61 $1.31 Million - $2.08 Million	-25,778 Reduced 10.83%	212,307 $11.1 Million
Q4 2020 Feb 16, 2021	BUY	$30.74 - $57.9 $1.17 Million - $2.2 Million	37,955 Added 18.97%	238,085 $12.9 Million
Q3 2020 Nov 13, 2020	BUY	$27.0 - $33.05 $803,817 - $983,931	29,771 Added 17.48%	200,130 $6.43 Million
Q2 2020 Aug 14, 2020	BUY	$17.65 - $32.03 $360,218 - $653,700	20,409 Added 13.61%	170,359 $4.82 Million
Q1 2020 May 15, 2020	BUY	$16.59 - $34.13 $781,870 - $1.61 Million	47,129 Added 45.84%	149,950 $3.15 Million
Q4 2019 Feb 07, 2020	BUY	$23.05 - $29.96 $747,511 - $971,602	32,430 Added 46.07%	102,821 $2.74 Million
Q3 2019 Nov 08, 2019	BUY	$22.51 - $28.88 $1.58 Million - $2.03 Million	70,391 New	70,391 $1.71 Million

Others Institutions Holding PHR

# of Institutions

242

Shares Held

52.1M

Call Options Held

228K

Put Options Held

502K

View Full List

About Phreesia, Inc.

Ticker PHR
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 52,532,200
Market Cap $1.35B
Description
Phreesia, Inc. provides an integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada. Its Phreesia Platform offers a suite of solutions to manage the patient intake process, as well as an integrated payments solution for processing of patient payments. The company deploys its platform in a ra...

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Charles Schwab Investment Management Inc Phreesia, Inc. Transaction History