A detailed history of Charles Schwab Investment Management Inc transactions in Newtek Business Services Corp. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 192,073 shares of NEWT stock, worth $2.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
192,073
Previous 187,312 2.54%
Holding current value
$2.16 Million
Previous $2.06 Million 17.18%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2024

BUY
$10.75 - $14.02 $51,180 - $66,749
4,761 Added 2.54%
192,073 $2.41 Million
Q1 2024

May 08, 2024

BUY
$10.17 - $13.76 $36,713 - $49,673
3,610 Added 1.97%
187,312 $2.06 Million
Q4 2023

Feb 06, 2024

BUY
$12.99 - $15.64 $25,304 - $30,466
1,948 Added 1.07%
183,702 $2.54 Million
Q3 2023

Nov 08, 2023

BUY
$14.04 - $19.24 $26,296 - $36,036
1,873 Added 1.04%
181,754 $2.68 Million
Q2 2023

Aug 09, 2023

BUY
$10.96 - $17.03 $1.97 Million - $3.06 Million
179,881 New
179,881 $2.86 Million

Others Institutions Holding NEWT

About Newtek Business Services Corp.


  • Ticker NEWT
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 24,355,600
  • Market Cap $274M
  • Description
  • Newtek Business Services Corp. is a business development company specializing in providing financial and business services to the small-and medium-sized business market in the United States. The firm also seeks to invest in early stage businesses. The firm seeks to makes both debt and equity investments. Under debt investments, it focuses on fir...
More about NEWT
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