Charles Schwab Investment Management Inc ALTI GLOBAL INC Transaction History

Charles Schwab Investment Management Inc

  • $521 Billion
  • Q1 2025
Number of Shares
459,698
Previous 467,415 1.65%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 09, 2025
SELL
N/A
-7,717 Reduced 1.65%
459,698 $0
Q4 2024

Feb 06, 2025
BUY
N/A
34,798 Added 8.04%
467,415 $0
Q3 2024

Nov 12, 2024
BUY
N/A
159,357 Added 58.32%
432,617 $0
Q2 2024

Aug 12, 2024
BUY
N/A
69,725 Added 34.26%
273,260 $0
Q1 2024

May 08, 2024
BUY
N/A
4,315 Added 2.17%
203,535 $0
Q4 2023

Feb 06, 2024
BUY
N/A
16,772 Added 9.19%
199,220 $0
Q3 2023

Nov 08, 2023
BUY
N/A
15,591 Added 9.34%
182,448 $0
Q2 2023

Aug 09, 2023
BUY
N/A
166,857 New
166,857 $0
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