Charles Schwab Investment Management Inc Invesco California Amt Free Mu Transaction History

Charles Schwab Investment Management Inc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Sep 15, 2025	BUY	$23.68 - $24.72 $204,974 - $213,976	8,656 New	8,656 $206,000
Q1 2025 May 09, 2025	SELL	$23.68 - $24.72 $4,262 - $4,449	-180 Reduced 2.04%	8,656 $206,000
Q4 2024 Feb 06, 2025	SELL	$24.49 - $25.25 $102,637 - $105,822	-4,191 Reduced 32.17%	8,836 $218,000
Q3 2024 Nov 12, 2024	SELL	$24.63 - $25.25 $240 Million - $246 Million	-9,727,414 Reduced 99.87%	13,027 $326,000
Q2 2024 Aug 12, 2024	BUY	$24.26 - $25.06 $236 Million - $244 Million	9,740,441 New	9,740,441 $240 Million
Q1 2021 May 17, 2021	SELL	$27.43 - $28.28 $301,730 - $311,080	-11,000 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$27.31 - $28.08 $300,410 - $308,880	11,000 New	11,000 $308,000

123

23.1M

44.5K

18.6K

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