Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 13, 2020

SELL
N/A
-201,255 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
N/A
-107,864 Reduced 34.89%
201,255 $189,000
Q1 2020

May 15, 2020

SELL
N/A
-139,636 Reduced 31.12%
309,119 $538,000
Q4 2019

Feb 07, 2020

SELL
N/A
-316,482 Reduced 41.36%
448,755 $1.86 Million
Q3 2019

Nov 08, 2019

BUY
N/A
6,831 Added 0.9%
765,237 $3.37 Million
Q2 2019

Aug 09, 2019

BUY
N/A
8,502 Added 1.13%
758,406 $4.38 Million
Q1 2019

May 14, 2019

BUY
N/A
256,841 Added 52.09%
749,904 $5.88 Million
Q4 2018

Feb 14, 2019

BUY
N/A
17,086 Added 3.59%
493,063 $6.73 Million
Q3 2018

Nov 13, 2018

BUY
N/A
25,420 Added 5.64%
475,977 $12 Million
Q2 2018

Aug 08, 2018

SELL
N/A
-52,877 Reduced 10.5%
450,557 $11.5 Million
Q1 2018

May 07, 2018

BUY
N/A
119,945 Added 31.28%
503,434 $12.6 Million
Q4 2017

Jan 17, 2018

SELL
N/A
-33,302 Reduced 7.99%
383,489 $8.37 Million
Q3 2017

Nov 13, 2017

BUY
N/A
416,791
416,791 $6.02 Million
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.