Charles Schwab Investment Management Inc Preferred Bank Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Preferred Bank stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 485,683 shares of PFBC stock, worth $45.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
485,683
Previous 475,025 2.24%
Holding current value
$45.9 Million
Previous $39.7 Million 5.78%
% 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
BUY
$75.32 - $87.67 $802,760 - $934,386
10,658 Added 2.24%
485,683 $42 Million
Q1 2025

May 09, 2025
BUY
$81.03 - $93.15 $3.28 Million - $3.77 Million
40,435 Added 9.3%
475,025 $39.7 Million
Q4 2024

Feb 06, 2025
BUY
$78.18 - $96.73 $1.48 Million - $1.83 Million
18,868 Added 4.54%
434,590 $37.5 Million
Q3 2024

Nov 12, 2024
BUY
$73.0 - $91.26 $517,278 - $646,668
7,086 Added 1.73%
415,722 $33.3 Million
Q2 2024

Aug 12, 2024
BUY
$71.53 - $79.97 $199,854 - $223,436
2,794 Added 0.69%
408,636 $30.8 Million
Q1 2024

May 08, 2024
BUY
$68.13 - $76.77 $20.3 Million - $22.9 Million
298,609 Added 278.47%
405,842 $31.2 Million
Q4 2023

Feb 06, 2024
SELL
$59.53 - $76.99 $18,037 - $23,327
-303 Reduced 0.28%
107,233 $7.83 Million
Q3 2023

Nov 08, 2023
BUY
$55.24 - $66.97 $293,048 - $355,275
5,305 Added 5.19%
107,536 $6.69 Million
Q2 2023

Aug 09, 2023
BUY
$44.16 - $56.63 $154,957 - $198,714
3,509 Added 3.55%
102,231 $5.62 Million
Q1 2023

May 11, 2023
SELL
$53.57 - $74.03 $46,230 - $63,887
-863 Reduced 0.87%
98,722 $5.41 Million
Q4 2022

Feb 13, 2023
BUY
$65.52 - $76.87 $13,890 - $16,296
212 Added 0.21%
99,585 $7.43 Million
Q3 2022

Nov 14, 2022
BUY
$65.23 - $75.38 $147,354 - $170,283
2,259 Added 2.33%
99,373 $6.48 Million
Q2 2022

Aug 15, 2022
SELL
$64.52 - $73.85 $23,807 - $27,250
-369 Reduced 0.38%
97,114 $6.61 Million
Q1 2022

May 13, 2022
SELL
$72.45 - $81.4 $41,731 - $46,886
-576 Reduced 0.59%
97,483 $7.22 Million
Q4 2021

Feb 11, 2022
BUY
$66.0 - $71.9 $142,890 - $155,663
2,165 Added 2.26%
98,059 $7.04 Million
Q3 2021

Nov 16, 2021
BUY
$57.59 - $67.17 $75,442 - $87,992
1,310 Added 1.39%
95,894 $6.4 Million
Q2 2021

Aug 16, 2021
BUY
$62.97 - $68.99 $94,643 - $103,691
1,503 Added 1.61%
94,584 $5.99 Million
Q1 2021

May 17, 2021
BUY
$48.29 - $66.59 $117,731 - $162,346
2,438 Added 2.69%
93,081 $5.93 Million
Q4 2020

Feb 16, 2021
BUY
$32.13 - $50.47 $11,406 - $17,916
355 Added 0.39%
90,643 $4.58 Million
Q3 2020

Nov 13, 2020
SELL
$31.09 - $42.05 $13,555 - $18,333
-436 Reduced 0.48%
90,288 $2.9 Million
Q2 2020

Aug 14, 2020
BUY
$30.31 - $46.14 $140,638 - $214,089
4,640 Added 5.39%
90,724 $3.89 Million
Q1 2020

May 15, 2020
BUY
$28.4 - $63.98 $39,305 - $88,548
1,384 Added 1.63%
86,084 $2.91 Million
Q4 2019

Feb 07, 2020
BUY
$50.99 - $60.26 $18,407 - $21,753
361 Added 0.43%
84,700 $5.09 Million
Q3 2019

Nov 08, 2019
BUY
$47.1 - $54.73 $114,829 - $133,431
2,438 Added 2.98%
84,339 $4.42 Million
Q2 2019

Aug 09, 2019
BUY
$43.77 - $50.22 $83,119 - $95,367
1,899 Added 2.37%
81,901 $3.87 Million
Q1 2019

May 14, 2019
BUY
$42.35 - $52.08 $69,242 - $85,150
1,635 Added 2.09%
80,002 $3.6 Million
Q4 2018

Feb 14, 2019
SELL
$40.57 - $60.79 $315,391 - $472,581
-7,774 Reduced 9.02%
78,367 $3.4 Million
Q3 2018

Nov 13, 2018
BUY
$58.5 - $68.65 $249,327 - $292,586
4,262 Added 5.21%
86,141 $5.04 Million
Q2 2018

Aug 08, 2018
SELL
$61.17 - $67.53 $123,012 - $135,802
-2,011 Reduced 2.4%
81,879 $5.03 Million
Q1 2018

May 07, 2018
SELL
$58.33 - $66.94 $982,802 - $1.13 Million
-16,849 Reduced 16.73%
83,890 $5.39 Million
Q4 2017

Jan 17, 2018
BUY
$57.65 - $65.95 $255,101 - $291,828
4,425 Added 4.59%
100,739 $5.92 Million
Q3 2017

Nov 13, 2017
BUY
$50.18 - $60.35 $4.83 Million - $5.81 Million
96,314
96,314 $5.81 Million

Others Institutions Holding PFBC

# of Institutions
221
Shares Held
11.5M
Call Options Held
0
Put Options Held
3K
View Full List

About Preferred Bank

PFBC Quotes by TradingView
  • Ticker PFBC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 14,356,700
  • Market Cap $1.36B
  • Description
  • Preferred Bank provides various commercial banking products and services to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals, and high net worth individuals in the United States. The company accepts checking, savings, and money market deposit accounts; fixed-rate and fixed maturi...
More about PFBC
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.

Choose your preferred platform and Sign Up 👇 Telegram Email