Charles Schwab Investment Management Inc So Fi Technologies, Inc. Transaction History

Charles Schwab Investment Management Inc

  • $521 Billion
  • Q1 2025

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 6,472,726 shares of SOFI stock, worth $103 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,472,726
Previous 6,313,617 2.52%
Holding current value
$103 Million
Previous $97.2 Million 22.58%
% of portfolio
0.01%
Previous 0.02%

Shares

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

May 09, 2025
BUY
$11.18 - $18.03 $1.78 Million - $2.87 Million
159,109 Added 2.52%
6,472,726 $75.3 Million
Q4 2024

Feb 06, 2025
BUY
$7.63 - $16.88 $1.28 Million - $2.83 Million
167,780 Added 2.73%
6,313,617 $97.2 Million
Q3 2024

Nov 12, 2024
BUY
$6.32 - $8.19 $550,453 - $713,324
87,097 Added 1.44%
6,145,837 $48.3 Million
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

# of Institutions
854
Shares Held
519M
Call Options Held
101M
Put Options Held
70.5M
View Full List

About SoFi Technologies, Inc.

SOFI Quotes by TradingView
  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $12.7B
  • 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
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email