Number of Shares
18,739
Previous 16,942 10.61%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
N/A
1,797 Added 10.61%
18,739 $0
Q4 2023

Feb 06, 2024

SELL
N/A
-1,519 Reduced 8.23%
16,942 $0
Q3 2023

Nov 08, 2023

BUY
N/A
1,257 Added 7.31%
18,461 $0
Q2 2023

Aug 09, 2023

SELL
N/A
-827 Reduced 4.59%
17,204 $0
Q1 2023

May 11, 2023

BUY
N/A
1,110 Added 6.56%
18,031 $0
Q4 2022

Feb 13, 2023

BUY
N/A
447 Added 2.71%
16,921 $0
Q3 2022

Nov 14, 2022

SELL
N/A
-1,551 Reduced 8.6%
16,474 $511,000
Q2 2022

Aug 15, 2022

SELL
N/A
-1,551 Reduced 7.92%
18,025 $494,000
Q1 2022

May 13, 2022

BUY
N/A
10,186 Added 108.48%
19,576 $681,000
Q4 2021

Feb 11, 2022

BUY
N/A
1,324 Added 16.41%
9,390 $667,000
Q3 2021

Nov 16, 2021

BUY
N/A
3,197 Added 65.66%
8,066 $363,000
Q2 2021

Aug 16, 2021

BUY
N/A
836 Added 20.73%
4,869 $257,000
Q1 2021

May 17, 2021

SELL
N/A
-443 Reduced 9.9%
4,033 $249,000
Q4 2020

Feb 16, 2021

BUY
N/A
4,476 New
4,476 $220,000
Q1 2020

May 15, 2020

SELL
N/A
-5,007 Closed
0 $0
Q1 2019

May 14, 2019

BUY
N/A
5,007 New
5,007 $246,000
Q4 2018

Feb 14, 2019

SELL
N/A
-4,100 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
N/A
4,100 New
4,100 $267,000
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.