Charles Schwab Investment Management Inc Sun Communities Inc Transaction History

Charles Schwab Investment Management Inc

  • $601 Billion
  • Q3 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Sun Communities Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,365,047 shares of SUI stock, worth $173 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,365,047
Previous 1,196,900 14.05%
Holding current value
$173 Million
Previous $151 Million 16.31%
% of portfolio
0.03%
Previous 0.03%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$116.6 - $131.28 $19.6 Million - $22.1 Million
168,147 Added 14.05%
1,365,047 $176 Million
Q2 2025

Aug 12, 2025
BUY
$114.62 - $132.25 $6.42 Million - $7.41 Million
56,045 Added 4.91%
1,196,900 $151 Million
Q1 2025

Sep 15, 2025
SELL
$120.53 - $136.43 $6.76 Million - $7.65 Million
-56,045 Reduced 4.68%
1,140,855 $147 Million
Q1 2025

May 09, 2025
BUY
$120.53 - $136.43 $2.1 Million - $2.38 Million
17,415 Added 1.55%
1,140,855 $147 Million
Q4 2024

Feb 06, 2025
BUY
$119.89 - $139.05 $5.74 Million - $6.66 Million
47,899 Added 4.45%
1,123,440 $138 Million
Q3 2024

Nov 12, 2024
BUY
$117.46 - $147.6 $382,214 - $480,290
3,254 Added 0.3%
1,075,541 $145 Million
Q2 2024

Aug 12, 2024
BUY
$111.32 - $128.2 $52,765 - $60,766
474 Added 0.04%
1,072,287 $129 Million
Q1 2024

May 08, 2024
BUY
$123.35 - $135.95 $3.26 Million - $3.59 Million
26,410 Added 2.53%
1,071,813 $138 Million
Q4 2023

Feb 06, 2024
BUY
$102.97 - $136.22 $3.25 Million - $4.3 Million
31,560 Added 3.11%
1,045,403 $140 Million
Q3 2023

Nov 08, 2023
BUY
$118.34 - $141.17 $970,388 - $1.16 Million
8,200 Added 0.82%
1,013,843 $120 Million
Q2 2023

Aug 09, 2023
BUY
$125.13 - $141.8 $1.92 Million - $2.17 Million
15,305 Added 1.55%
1,005,643 $131 Million
Q1 2023

May 11, 2023
BUY
$129.45 - $163.01 $2.56 Million - $3.23 Million
19,801 Added 2.04%
990,338 $140 Million
Q4 2022

Feb 13, 2023
BUY
$118.38 - $147.09 $4.56 Million - $5.67 Million
38,539 Added 4.14%
970,537 $139 Million
Q3 2022

Nov 14, 2022
BUY
$134.09 - $171.69 $2.47 Million - $3.17 Million
18,456 Added 2.02%
931,998 $126 Million
Q2 2022

Aug 15, 2022
BUY
$150.91 - $191.53 $6.07 Million - $7.7 Million
40,222 Added 4.61%
913,542 $146 Million
Q1 2022

May 13, 2022
SELL
$170.97 - $207.64 $7.47 Million - $9.08 Million
-43,707 Reduced 4.77%
873,320 $153 Million
Q4 2021

Feb 11, 2022
BUY
$185.36 - $210.41 $3.65 Million - $4.15 Million
19,714 Added 2.2%
917,027 $193 Million
Q3 2021

Nov 16, 2021
BUY
$171.83 - $209.33 $10.1 Million - $12.3 Million
58,810 Added 7.01%
897,313 $166 Million
Q2 2021

Aug 16, 2021
BUY
$152.43 - $177.6 $3.06 Million - $3.57 Million
20,088 Added 2.45%
838,503 $144 Million
Q1 2021

May 17, 2021
BUY
$139.0 - $155.6 $8.03 Million - $8.99 Million
57,747 Added 7.59%
818,415 $123 Million
Q4 2020

Feb 16, 2021
BUY
$135.5 - $151.95 $9.29 Million - $10.4 Million
68,555 Added 9.91%
760,668 $116 Million
Q3 2020

Nov 13, 2020
SELL
$132.98 - $151.15 $33.3 Million - $37.8 Million
-250,057 Reduced 26.54%
692,113 $97.3 Million
Q2 2020

Aug 14, 2020
SELL
$106.75 - $147.74 $44.3 Million - $61.3 Million
-415,138 Reduced 30.59%
942,170 $128 Million
Q1 2020

May 15, 2020
BUY
$101.94 - $172.66 $7.03 Million - $11.9 Million
68,951 Added 5.35%
1,357,308 $169 Million
Q4 2019

Feb 07, 2020
BUY
$147.7 - $165.29 $8.38 Million - $9.38 Million
56,752 Added 4.61%
1,288,357 $193 Million
Q3 2019

Nov 08, 2019
BUY
$129.53 - $151.29 $5.89 Million - $6.88 Million
45,468 Added 3.83%
1,231,605 $183 Million
Q2 2019

Aug 09, 2019
BUY
$116.56 - $129.96 $6.64 Million - $7.41 Million
56,997 Added 5.05%
1,186,137 $152 Million
Q1 2019

May 14, 2019
BUY
$97.79 - $118.88 $4.52 Million - $5.49 Million
46,207 Added 4.27%
1,129,140 $134 Million
Q4 2018

Feb 14, 2019
BUY
$95.6 - $108.32 $9.28 Million - $10.5 Million
97,040 Added 9.84%
1,082,933 $110 Million
Q3 2018

Nov 13, 2018
BUY
$95.4 - $103.18 $9.47 Million - $10.2 Million
99,217 Added 11.19%
985,893 $100 Million
Q2 2018

Aug 08, 2018
BUY
$90.11 - $98.29 $5.47 Million - $5.97 Million
60,698 Added 7.35%
886,676 $86.8 Million
Q1 2018

May 07, 2018
BUY
$83.96 - $91.76 $4.15 Million - $4.53 Million
49,386 Added 6.36%
825,978 $75.5 Million
Q4 2017

Jan 17, 2018
BUY
$85.85 - $95.6 $4.02 Million - $4.48 Million
46,861 Added 6.42%
776,592 $72.1 Million
Q3 2017

Nov 13, 2017
BUY
$84.69 - $91.14 $61.8 Million - $66.5 Million
729,731
729,731 $62.5 Million

Others Institutions Holding SUI

# of Institutions
559
Shares Held
112M
Call Options Held
92.8K
Put Options Held
124K
View Full List

About SUN COMMUNITIES INC

SUI Quotes by TradingView
  • Ticker SUI
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 123,890,000
  • Market Cap $15.7B
  • Description
  • Sun Communities, Inc. is a REIT that, as of March 31, 2022, owned, operated, or had an interest in a portfolio of 603 developed MH, RV and marina properties comprising nearly 159,300 developed sites and over 45,700 wet slips and dry storage spaces in 39 states, Canada, Puerto Rico and the UK.
More about SUI
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