Charles Schwab Investment Management Inc LUFAX HOLDING LTD Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025
Number of Shares
5,393,134
Previous 5,011,130 7.62%
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
Q2 2025

Aug 12, 2025
BUY
N/A
382,004 Added 7.62%
5,393,134 $0
Q1 2025

Sep 15, 2025
SELL
N/A
-382,004 Reduced 7.08%
5,011,130 $0
Q1 2025

May 09, 2025
BUY
N/A
805,292 Added 19.15%
5,011,130 $0
Q4 2024

Feb 06, 2025
BUY
N/A
1,102,943 Added 35.55%
4,205,838 $0
Q3 2024

Nov 12, 2024
BUY
N/A
936,048 Added 43.2%
3,102,895 $0
Q2 2024

Aug 12, 2024
BUY
N/A
365,037 Added 20.26%
2,166,847 $0
Q1 2024

May 08, 2024
BUY
N/A
414,507 Added 29.88%
1,801,810 $0
Q4 2023

Feb 06, 2024
BUY
N/A
1,387,303 New
1,387,303 $0
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