A detailed history of Charles Schwab Investment Management Inc transactions in Vanguard Financial ETF stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 9,699 shares of VFH stock, worth $1.18 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,699
Previous 11,295 14.13%
Holding current value
$1.18 Million
Previous $1.13 Million 5.5%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$99.27 - $111.21 $158,434 - $177,491
-1,596 Reduced 14.13%
9,699 $1.07 Million
Q2 2024

Aug 12, 2024

SELL
$95.9 - $103.0 $499,159 - $536,115
-5,205 Reduced 31.55%
11,295 $1.13 Million
Q1 2024

May 08, 2024

SELL
$90.62 - $102.39 $465,968 - $526,489
-5,142 Reduced 23.76%
16,500 $1.69 Million
Q4 2023

Feb 06, 2024

SELL
$75.97 - $92.67 $472,837 - $576,778
-6,224 Reduced 22.34%
21,642 $2 Million
Q3 2023

Nov 08, 2023

BUY
$80.32 - $86.71 $2.24 Million - $2.42 Million
27,866 New
27,866 $2.24 Million

Others Institutions Holding VFH

About VANGUARD FINANCIAL ETF


  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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.