Charles Schwab Investment Management Inc WHEELS UP EXPERIENCE INC Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025
Number of Shares
576,180
Previous 784,050 26.51%
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
Q2 2025

Aug 12, 2025
SELL
N/A
-207,870 Reduced 26.51%
576,180 $0
Q1 2025

May 09, 2025
SELL
N/A
-19,134 Reduced 2.38%
784,050 $0
Q4 2024

Feb 06, 2025
BUY
N/A
6,357 Added 0.8%
803,184 $0
Q3 2024

Nov 12, 2024
BUY
N/A
585,589 Added 277.22%
796,827 $0
Q2 2024

Aug 12, 2024
BUY
N/A
211,238 New
211,238 $0
Q2 2023

Aug 09, 2023
BUY
N/A
71,750 New
71,750 $0
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