Charles Schwab Investment Management Inc Ryan Specialty Holdings, Inc. Transaction History

Charles Schwab Investment Management Inc

$557 Billion
Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Ryan Specialty Holdings, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 986,405 shares of RYAN stock, worth $54.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

986,405

Previous 960,066 2.74%

Holding current value

$54.1 Million

Previous $70.9 Million 5.44%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$64.31 - $75.93 $1.69 Million - $2 Million	26,339 Added 2.74%	986,405 $67.1 Million
Q1 2025 Sep 15, 2025	SELL	$60.74 - $73.87 $1.6 Million - $1.95 Million	-26,339 Reduced 2.67%	960,066 $70.9 Million
Q1 2025 May 09, 2025	SELL	$60.74 - $73.87 $873,744 - $1.06 Million	-14,385 Reduced 1.48%	960,066 $70.9 Million
Q4 2024 Feb 06, 2025	BUY	$63.15 - $75.4 $2.29 Million - $2.73 Million	36,264 Added 3.87%	974,451 $62.5 Million
Q3 2024 Nov 12, 2024	BUY	$56.16 - $68.57 $16.1 Million - $19.6 Million	286,380 Added 43.94%	938,187 $62.3 Million
Q2 2024 Aug 12, 2024	BUY	$48.94 - $60.68 $350,752 - $434,893	7,167 Added 1.11%	651,807 $37.7 Million
Q1 2024 May 08, 2024	BUY	$42.0 - $55.99 $956,718 - $1.28 Million	22,779 Added 3.66%	644,640 $35.8 Million
Q4 2023 Feb 06, 2024	BUY	$41.85 - $49.09 $947,735 - $1.11 Million	22,646 Added 3.78%	621,861 $26.8 Million
Q3 2023 Nov 08, 2023	BUY	$43.18 - $49.38 $2.78 Million - $3.18 Million	64,376 Added 12.04%	599,215 $29 Million
Q2 2023 Aug 09, 2023	BUY	$39.94 - $44.89 $2.47 Million - $2.78 Million	61,873 Added 13.08%	534,839 $24 Million
Q1 2023 May 11, 2023	SELL	$35.64 - $43.88 $141,312 - $173,984	-3,965 Reduced 0.83%	472,966 $19 Million
Q4 2022 Feb 13, 2023	BUY	$32.3 - $45.43 $480,753 - $676,180	14,884 Added 3.22%	476,931 $19.8 Million
Q3 2022 Nov 14, 2022	BUY	$38.62 - $46.25 $6.47 Million - $7.74 Million	167,439 Added 56.83%	462,047 $18.8 Million
Q2 2022 Aug 15, 2022	BUY	$34.08 - $41.42 $80,360 - $97,668	2,358 Added 0.81%	294,608 $11.5 Million
Q1 2022 May 13, 2022	BUY	$34.39 - $41.06 $313,911 - $374,795	9,128 Added 3.22%	292,250 $11.3 Million
Q4 2021 Feb 11, 2022	BUY	$32.89 - $40.36 $163,792 - $200,992	4,980 Added 1.79%	283,122 $11.4 Million
Q3 2021 Nov 16, 2021	BUY	$27.5 - $35.0 $7.65 Million - $9.73 Million	278,142 New	278,142 $9.42 Million

Others Institutions Holding RYAN

# of Institutions

384

Shares Held

107M

Call Options Held

184K

Put Options Held

31.6K

View Full List

About RYAN SPECIALTY HOLDINGS, INC.

Ticker RYAN
Exchange NYSE
Sector Financial Services
Industry Insurance—Specialty
Shares Outstandng 111,715,000
Market Cap $6.12B
Description
Ryan Specialty Group Holdings, Inc. operates as a service provider of specialty products and solutions for insurance brokers, agents, and carriers. It offers distribution, underwriting, product development, administration, and risk management services by acting as a wholesale broker and a managing underwriter. The company was founded in 2010 and...

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Charles Schwab Investment Management Inc Ryan Specialty Holdings, Inc. Transaction History