Number of Shares
563,521
Previous 695,826 19.01%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
N/A
-132,305 Reduced 19.01%
563,521 $0
Q2 2024

Aug 12, 2024

SELL
N/A
-101,573 Reduced 12.74%
695,826 $0
Q1 2024

May 08, 2024

BUY
N/A
148,918 Added 22.96%
797,399 $0
Q4 2023

Feb 06, 2024

BUY
N/A
13,874 Added 2.19%
648,481 $0
Q3 2023

Nov 08, 2023

BUY
N/A
34,595 Added 5.77%
634,607 $0
Q2 2023

Aug 09, 2023

BUY
N/A
600,012 New
600,012 $0
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.