A detailed history of Charles Schwab Investment Management Inc transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 6,058,740 shares of SOFI stock, worth $48.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,058,740
Previous 5,534,492 9.47%
Holding current value
$48.2 Million
Previous $40.4 Million 0.87%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$6.32 - $7.89 $3.31 Million - $4.14 Million
524,248 Added 9.47%
6,058,740 $40 Million
Q1 2024

May 08, 2024

BUY
$6.92 - $9.65 $284,287 - $396,441
41,082 Added 0.75%
5,534,492 $40.4 Million
Q4 2023

Feb 06, 2024

BUY
$6.62 - $10.32 $1.32 Million - $2.06 Million
199,949 Added 3.78%
5,493,410 $54.7 Million
Q3 2023

Nov 08, 2023

BUY
$7.4 - $11.45 $5.09 Million - $7.87 Million
687,687 Added 14.93%
5,293,461 $42.3 Million
Q2 2023

Aug 09, 2023

BUY
$4.76 - $9.74 $395,746 - $809,783
83,140 Added 1.84%
4,605,774 $38.4 Million
Q1 2023

May 11, 2023

BUY
$4.5 - $7.72 $169,299 - $290,441
37,622 Added 0.84%
4,522,634 $27.5 Million
Q4 2022

Feb 13, 2023

BUY
$4.3 - $5.95 $749,171 - $1.04 Million
174,226 Added 4.04%
4,485,012 $20.7 Million
Q3 2022

Nov 14, 2022

BUY
$4.84 - $8.23 $2.4 Million - $4.09 Million
496,871 Added 13.03%
4,310,786 $21 Million
Q2 2022

Aug 15, 2022

BUY
$5.25 - $9.77 $3.14 Million - $5.85 Million
598,820 Added 18.63%
3,813,915 $20.1 Million
Q1 2022

May 13, 2022

BUY
$7.93 - $15.68 $471,414 - $932,128
59,447 Added 1.88%
3,215,095 $30.4 Million
Q4 2021

Feb 11, 2022

BUY
$14.27 - $23.29 $4.93 Million - $8.05 Million
345,699 Added 12.3%
3,155,648 $49.9 Million
Q3 2021

Nov 16, 2021

BUY
$13.75 - $18.25 $38.6 Million - $51.3 Million
2,809,949 New
2,809,949 $44.6 Million

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $6.36B
  • Description
  • SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...
More about SOFI
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