Charles Schwab Investment Management Inc FORRESTER RESH INC Transaction History

Charles Schwab Investment Management Inc

$557 Billion
Q2 2025

Number of Shares

88,650

Previous 88,399 0.28%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	N/A	251 Added 0.28%	88,650 $0
Q1 2025 May 09, 2025	SELL	N/A	-8,451 Reduced 8.73%	88,399 $0
Q4 2024 Feb 06, 2025	BUY	N/A	542 Added 0.56%	96,850 $0
Q3 2024 Nov 12, 2024	BUY	N/A	3,289 Added 3.54%	96,308 $0
Q2 2024 Aug 12, 2024	SELL	N/A	-1,005 Reduced 1.07%	93,019 $0
Q1 2024 May 08, 2024	BUY	N/A	1,466 Added 1.58%	94,024 $0
Q4 2023 Feb 06, 2024	SELL	N/A	-213 Reduced 0.23%	92,558 $0
Q3 2023 Nov 08, 2023	BUY	N/A	6,269 Added 7.25%	92,771 $0
Q2 2023 Aug 09, 2023	BUY	N/A	1,050 Added 1.23%	86,502 $0
Q1 2023 May 11, 2023	BUY	N/A	1,268 Added 1.51%	85,452 $0
Q4 2022 Feb 13, 2023	BUY	N/A	3,074 Added 3.79%	84,184 $0
Q3 2022 Nov 14, 2022	BUY	N/A	2,862 Added 3.66%	81,110 $2.92 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-2,263 Reduced 2.81%	78,248 $3.74 Million
Q1 2022 May 13, 2022	BUY	N/A	2,224 Added 2.84%	80,511 $4.54 Million
Q4 2021 Feb 11, 2022	BUY	N/A	793 Added 1.02%	78,287 $4.6 Million
Q3 2021 Nov 16, 2021	BUY	N/A	651 Added 0.85%	77,494 $3.82 Million
Q2 2021 Aug 16, 2021	BUY	N/A	1,341 Added 1.78%	76,843 $3.52 Million
Q1 2021 May 17, 2021	BUY	N/A	3,614 Added 5.03%	75,502 $3.21 Million
Q4 2020 Feb 16, 2021	BUY	N/A	538 Added 0.75%	71,888 $3.01 Million
Q3 2020 Nov 13, 2020	BUY	N/A	1,015 Added 1.44%	71,350 $2.34 Million
Q2 2020 Aug 14, 2020	BUY	N/A	5,393 Added 8.3%	70,335 $2.25 Million
Q1 2020 May 15, 2020	BUY	N/A	737 Added 1.15%	64,942 $1.9 Million
Q4 2019 Feb 07, 2020	BUY	N/A	1,431 Added 2.28%	64,205 $2.68 Million
Q3 2019 Nov 08, 2019	BUY	N/A	2,102 Added 3.46%	62,774 $2.02 Million
Q2 2019 Aug 09, 2019	BUY	N/A	1,734 Added 2.94%	60,672 $2.85 Million
Q1 2019 May 14, 2019	BUY	N/A	2,764 Added 4.92%	58,938 $2.85 Million
Q4 2018 Feb 14, 2019	BUY	N/A	1,730 Added 3.18%	56,174 $2.51 Million
Q3 2018 Nov 13, 2018	BUY	N/A	3,352 Added 6.56%	54,444 $2.5 Million
Q2 2018 Aug 08, 2018	BUY	N/A	1,548 Added 3.12%	51,092 $2.14 Million
Q1 2018 May 07, 2018	BUY	N/A	6,504 Added 15.11%	49,544 $2.05 Million
Q4 2017 Jan 17, 2018	BUY	N/A	2,274 Added 5.58%	43,040 $1.9 Million
Q3 2017 Nov 13, 2017	BUY	N/A	40,766	40,766 $1.71 Million

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