Charles Schwab Investment Management Inc LADENBURG THALMAN FIN SVCS I Transaction History

Charles Schwab Investment Management Inc

$515 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	N/A	-725,550 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	N/A	32,993 Added 4.76%	725,550 $2.53 Million
Q3 2019 Nov 08, 2019	BUY	N/A	9,248 Added 1.35%	692,557 $1.64 Million
Q2 2019 Aug 09, 2019	BUY	N/A	26,570 Added 4.05%	683,309 $2.34 Million
Q1 2019 May 14, 2019	BUY	N/A	104,939 Added 19.02%	656,739 $1.86 Million
Q4 2018 Feb 14, 2019	BUY	N/A	36,121 Added 7.0%	551,800 $1.29 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-52,384 Reduced 9.22%	515,679 $1.39 Million
Q2 2018 Aug 08, 2018	BUY	N/A	80,772 Added 16.58%	568,063 $1.93 Million
Q1 2018 May 07, 2018	BUY	N/A	16,146 Added 3.43%	487,291 $1.59 Million
Q4 2017 Jan 17, 2018	BUY	N/A	86,064 Added 22.35%	471,145 $1.49 Million
Q3 2017 Nov 13, 2017	BUY	N/A	385,081	385,081 $1.11 Million

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