Charles Schwab Investment Management Inc Stifel Financial Corp Transaction History

Charles Schwab Investment Management Inc

  • $521 Billion
  • Q1 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Stifel Financial Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,210,628 shares of SF stock, worth $114 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,210,628
Previous 1,234,326 1.92%
Holding current value
$114 Million
Previous $131 Million 12.85%
% of portfolio
0.02%
Previous 0.02%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$91.62 - $117.6 $2.17 Million - $2.79 Million
-23,698 Reduced 1.92%
1,210,628 $114 Million
Q4 2024

Feb 06, 2025
SELL
$93.4 - $117.72 $1.19 Million - $1.49 Million
-12,690 Reduced 1.02%
1,234,326 $131 Million
Q3 2024

Nov 12, 2024
BUY
$78.91 - $93.87 $135,567 - $161,268
1,718 Added 0.14%
1,247,016 $117 Million
Q2 2024

Aug 12, 2024
BUY
$74.35 - $84.15 $567,885 - $642,737
7,638 Added 0.62%
1,245,298 $105 Million
Q1 2024

May 08, 2024
BUY
$68.0 - $78.17 $2.01 Million - $2.31 Million
29,583 Added 2.45%
1,237,660 $96.7 Million
Q4 2023

Feb 06, 2024
BUY
$55.44 - $69.94 $368,398 - $464,751
6,645 Added 0.55%
1,208,077 $83.5 Million
Q3 2023

Nov 08, 2023
BUY
$58.77 - $66.33 $2.27 Million - $2.56 Million
38,575 Added 3.32%
1,201,432 $73.8 Million
Q2 2023

Aug 09, 2023
BUY
$55.57 - $62.02 $1.65 Million - $1.84 Million
29,722 Added 2.62%
1,162,857 $69.4 Million
Q1 2023

May 11, 2023
BUY
$54.85 - $68.04 $1.12 Million - $1.39 Million
20,373 Added 1.83%
1,133,135 $67 Million
Q4 2022

Feb 13, 2023
BUY
$51.2 - $66.52 $1.67 Million - $2.17 Million
32,602 Added 3.02%
1,112,762 $64.9 Million
Q3 2022

Nov 14, 2022
BUY
$24.03 - $64.87 $794,527 - $2.14 Million
33,064 Added 3.16%
1,080,160 $56.1 Million
Q2 2022

Aug 15, 2022
BUY
$55.33 - $69.15 $2.12 Million - $2.64 Million
38,247 Added 3.79%
1,047,096 $58.7 Million
Q1 2022

May 13, 2022
BUY
$61.76 - $81.43 $1.64 Million - $2.16 Million
26,535 Added 2.7%
1,008,849 $68.5 Million
Q4 2021

Feb 11, 2022
BUY
$65.84 - $77.66 $597,037 - $704,220
9,068 Added 0.93%
982,314 $69.2 Million
Q3 2021

Nov 16, 2021
BUY
$61.25 - $70.78 $14.5 Million - $16.8 Million
237,293 Added 32.24%
973,246 $66.1 Million
Q2 2021

Aug 16, 2021
SELL
$60.57 - $71.58 $11.6 Million - $13.7 Million
-191,771 Reduced 20.67%
735,953 $47.7 Million
Q1 2021

May 17, 2021
SELL
$48.77 - $67.68 $1.44 Million - $2 Million
-29,547 Reduced 3.09%
927,724 $59.4 Million
Q4 2020

Feb 16, 2021
BUY
$34.29 - $51.96 $10.5 Million - $15.9 Million
306,283 Added 47.05%
957,271 $48.3 Million
Q3 2020

Nov 13, 2020
BUY
$30.08 - $36.11 $643,050 - $771,959
21,378 Added 3.4%
650,988 $32.9 Million
Q2 2020

Aug 14, 2020
BUY
$23.45 - $37.45 $348,349 - $556,319
14,855 Added 2.42%
629,610 $29.9 Million
Q1 2020

May 15, 2020
BUY
$21.97 - $45.81 $1.83 Million - $3.81 Million
83,140 Added 15.64%
614,755 $25.4 Million
Q4 2019

Feb 07, 2020
SELL
$33.78 - $42.02 $44,184 - $54,962
-1,308 Reduced 0.25%
531,615 $32.2 Million
Q3 2019

Nov 08, 2019
BUY
$34.13 - $40.99 $148,090 - $177,855
4,339 Added 0.82%
532,923 $30.6 Million
Q2 2019

Aug 09, 2019
BUY
$35.75 - $39.79 $72,429 - $80,614
2,026 Added 0.38%
528,584 $31.2 Million
Q1 2019

May 14, 2019
BUY
$26.67 - $37.61 $762,228 - $1.07 Million
28,580 Added 5.74%
526,558 $27.8 Million
Q4 2018

Feb 14, 2019
BUY
$26.01 - $34.84 $91,321 - $122,323
3,511 Added 0.71%
497,978 $20.6 Million
Q3 2018

Nov 13, 2018
SELL
$34.17 - $37.51 $201,022 - $220,671
-5,883 Reduced 1.18%
494,467 $25.3 Million
Q2 2018

Aug 08, 2018
BUY
$34.83 - $41.07 $2.2 Million - $2.59 Million
63,137 Added 14.44%
500,350 $26.1 Million
Q1 2018

May 07, 2018
BUY
$37.83 - $45.31 $1.23 Million - $1.48 Million
32,607 Added 8.06%
437,213 $25.9 Million
Q4 2017

Jan 17, 2018
BUY
$34.08 - $40.78 $1.03 Million - $1.23 Million
30,268 Added 8.09%
404,606 $24.1 Million
Q3 2017

Nov 13, 2017
BUY
$30.16 - $35.64 $11.3 Million - $13.3 Million
374,338
374,338 $20 Million

Others Institutions Holding SF

# of Institutions
563
Shares Held
81.4M
Call Options Held
164K
Put Options Held
55.5K
View Full List

About STIFEL FINANCIAL CORP

SF Quotes by TradingView
  • Ticker SF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 106,225,000
  • Market Cap $10B
  • Description
  • Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth ...
More about SF
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