A detailed history of Charles Schwab Investment Management Inc transactions in Siebert Financial Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 35,189 shares of SIEB stock, worth $118,235. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35,189
Holding current value
$118,235
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
$2.58 - $5.44 $90,787 - $191,428
35,189 New
35,189 $155,000
Q2 2021

Aug 16, 2021

SELL
$3.42 - $4.98 $99,296 - $144,589
-29,034 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$3.61 - $8.22 $12,140 - $27,643
3,363 Added 13.1%
29,034 $118,000
Q2 2020

Aug 14, 2020

BUY
$5.06 - $7.5 $16,971 - $25,155
3,354 Added 15.03%
25,671 $130,000
Q1 2020

May 15, 2020

BUY
$6.15 - $8.8 $12,207 - $17,468
1,985 Added 9.76%
22,317 $162,000
Q2 2019

Aug 09, 2019

BUY
$8.21 - $11.98 $24,219 - $35,341
2,950 Added 16.97%
20,332 $183,000
Q1 2019

May 14, 2019

BUY
$10.91 - $14.1 $40,170 - $51,916
3,682 Added 26.88%
17,382 $206,000
Q2 2018

Aug 08, 2018

BUY
$7.41 - $12.5 $101,517 - $171,250
13,700 New
13,700 $143,000

Others Institutions Holding SIEB

About SIEBERT FINANCIAL CORP


  • Ticker SIEB
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 32,347,300
  • Market Cap $109M
  • Description
  • Siebert Financial Corp., through its subsidiaries, engages in the retail discount brokerage and investment advisory businesses in the United States and Internationally. It offers discount brokerage services, including self-directed trading, wealth management, financial advice, market making and fixed income investment, stock borrow, equity compe...
More about SIEB
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