Charles Schwab Investment Management Inc Epr Properties Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Epr Properties stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,323,580 shares of EPR stock, worth $70.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,323,580
Previous 1,334,365 0.81%
Holding current value
$70.6 Million
Previous $70.2 Million 9.84%
% of portfolio
0.01%
Previous 0.01%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$43.53 - $59.11 $469,471 - $637,501
-10,785 Reduced 0.81%
1,323,580 $77.1 Million
Q1 2025

May 09, 2025
SELL
$43.98 - $53.81 $2.02 Million - $2.47 Million
-45,936 Reduced 3.33%
1,334,365 $70.2 Million
Q4 2024

Feb 06, 2025
BUY
$43.17 - $49.39 $1.31 Million - $1.5 Million
30,401 Added 2.25%
1,380,301 $61.1 Million
Q3 2024

Nov 12, 2024
BUY
$41.26 - $49.58 $2.25 Million - $2.71 Million
54,567 Added 4.21%
1,349,900 $66.2 Million
Q2 2024

Aug 12, 2024
BUY
$39.76 - $43.26 $461,295 - $501,902
11,602 Added 0.9%
1,295,333 $54.4 Million
Q1 2024

May 08, 2024
BUY
$41.08 - $48.75 $1.62 Million - $1.92 Million
39,317 Added 3.16%
1,283,731 $54.5 Million
Q4 2023

Feb 06, 2024
BUY
$40.43 - $49.02 $678,091 - $822,163
16,772 Added 1.37%
1,244,414 $60.3 Million
Q3 2023

Nov 08, 2023
BUY
$41.32 - $47.25 $1.61 Million - $1.84 Million
38,937 Added 3.28%
1,227,642 $51 Million
Q2 2023

Aug 09, 2023
BUY
$37.77 - $46.97 $703,428 - $874,769
18,624 Added 1.59%
1,188,705 $55.6 Million
Q1 2023

May 11, 2023
BUY
$34.43 - $43.51 $1.3 Million - $1.64 Million
37,636 Added 3.32%
1,170,081 $44.6 Million
Q4 2022

Feb 13, 2023
BUY
$35.8 - $41.61 $1.5 Million - $1.74 Million
41,794 Added 3.83%
1,132,445 $42.7 Million
Q3 2022

Nov 14, 2022
BUY
$30.6 - $53.81 $1.01 Million - $1.77 Million
32,967 Added 3.12%
1,090,651 $39.1 Million
Q2 2022

Aug 15, 2022
BUY
$43.56 - $55.89 $1.44 Million - $1.85 Million
33,061 Added 3.23%
1,057,684 $49.6 Million
Q1 2022

May 13, 2022
BUY
$42.56 - $56.0 $2.18 Million - $2.87 Million
51,195 Added 5.26%
1,024,623 $56.1 Million
Q4 2021

Feb 11, 2022
BUY
$43.66 - $53.85 $2.42 Million - $2.98 Million
55,341 Added 6.03%
973,428 $46.2 Million
Q3 2021

Nov 16, 2021
BUY
$47.21 - $55.33 $1.15 Million - $1.34 Million
24,261 Added 2.71%
918,087 $45.3 Million
Q2 2021

Aug 16, 2021
BUY
$45.38 - $55.03 $941,725 - $1.14 Million
20,752 Added 2.38%
893,826 $47.1 Million
Q1 2021

May 17, 2021
BUY
$30.93 - $50.49 $515,108 - $840,860
16,654 Added 1.94%
873,074 $40.7 Million
Q4 2020

Feb 16, 2021
BUY
$21.55 - $40.48 $565,816 - $1.06 Million
26,256 Added 3.16%
856,420 $27.8 Million
Q3 2020

Nov 13, 2020
SELL
$26.62 - $34.42 $5.08 Million - $6.57 Million
-190,904 Reduced 18.7%
830,164 $22.8 Million
Q2 2020

Aug 14, 2020
BUY
$19.8 - $44.0 $5.87 Million - $13 Million
296,532 Added 40.93%
1,021,068 $33.8 Million
Q1 2020

May 15, 2020
BUY
$13.92 - $73.17 $232,700 - $1.22 Million
16,717 Added 2.36%
724,536 $17.5 Million
Q4 2019

Feb 07, 2020
BUY
$67.95 - $79.51 $1.5 Million - $1.76 Million
22,121 Added 3.23%
707,819 $50 Million
Q3 2019

Nov 08, 2019
BUY
$73.14 - $79.45 $4.85 Million - $5.27 Million
66,316 Added 10.71%
685,698 $52.7 Million
Q2 2019

Aug 09, 2019
BUY
$74.31 - $80.28 $2.4 Million - $2.59 Million
32,256 Added 5.49%
619,382 $46.2 Million
Q1 2019

May 14, 2019
BUY
$63.12 - $77.47 $4.57 Million - $5.61 Million
72,404 Added 14.07%
587,126 $45.2 Million
Q4 2018

Feb 14, 2019
SELL
$63.46 - $71.45 $28,239 - $31,795
-445 Reduced 0.09%
514,722 $33 Million
Q3 2018

Nov 13, 2018
BUY
$64.6 - $70.35 $5.8 Million - $6.32 Million
89,858 Added 21.13%
515,167 $35.2 Million
Q2 2018

Aug 08, 2018
BUY
$53.04 - $66.06 $2.3 Million - $2.87 Million
43,391 Added 11.36%
425,309 $27.6 Million
Q1 2018

May 07, 2018
BUY
$53.18 - $64.49 $1.42 Million - $1.72 Million
26,675 Added 7.51%
381,918 $21.2 Million
Q4 2017

Jan 17, 2018
BUY
$63.11 - $71.38 $1.38 Million - $1.56 Million
21,808 Added 6.54%
355,243 $23.3 Million
Q3 2017

Nov 13, 2017
BUY
$67.08 - $72.68 $22.4 Million - $24.2 Million
333,435
333,435 $23.3 Million

Others Institutions Holding EPR

# of Institutions
465
Shares Held
61.3M
Call Options Held
392K
Put Options Held
256K
View Full List

About EPR PROPERTIES

EPR Quotes by TradingView
  • Ticker EPR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Specialty
  • Shares Outstandng 75,014,704
  • Market Cap $4B
  • Description
  • EPR Properties is a leading experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues which create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and ...
More about EPR
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