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 415,722 shares of PFBC stock, worth $38.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
415,722
Previous 408,636 1.73%
Holding current value
$38.7 Million
Previous $30.8 Million 8.07%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Preferred Bank


  • Ticker PFBC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 14,356,700
  • Market Cap $1.34B
  • 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
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