Charles Schwab Investment Management Inc Wintrust Financial Corp Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Wintrust Financial Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 777,133 shares of WTFC stock, worth $99 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
777,133
Previous 787,350 1.3%
Holding current value
$99 Million
Previous $88.5 Million 8.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 12, 2025
SELL
$95.17 - $124.21 $972,351 - $1.27 Million
-10,217 Reduced 1.3%
777,133 $96.3 Million
Q1 2025

May 09, 2025
SELL
$107.76 - $136.92 $1.44 Million - $1.83 Million
-13,394 Reduced 1.67%
787,350 $88.5 Million
Q4 2024

Feb 06, 2025
SELL
$104.15 - $138.5 $218,402 - $290,434
-2,097 Reduced 0.26%
800,744 $99.9 Million
Q3 2024

Nov 12, 2024
BUY
$96.43 - $111.89 $20.6 Million - $23.9 Million
213,559 Added 36.24%
802,841 $87.2 Million
Q2 2024

Aug 12, 2024
BUY
$91.95 - $103.07 $829,205 - $929,485
9,018 Added 1.55%
589,282 $58.1 Million
Q1 2024

May 08, 2024
BUY
$90.57 - $104.67 $1.93 Million - $2.23 Million
21,309 Added 3.81%
580,264 $60.6 Million
Q4 2023

Feb 06, 2024
BUY
$72.57 - $96.95 $1.4 Million - $1.87 Million
19,292 Added 3.57%
558,955 $51.8 Million
Q3 2023

Nov 08, 2023
BUY
$71.37 - $86.05 $1.89 Million - $2.28 Million
26,469 Added 5.16%
539,663 $40.7 Million
Q2 2023

Aug 09, 2023
BUY
$60.72 - $73.74 $826,338 - $1 Million
13,609 Added 2.72%
513,194 $37.3 Million
Q1 2023

May 11, 2023
BUY
$69.65 - $95.65 $717,952 - $985,960
10,308 Added 2.11%
499,585 $36.4 Million
Q4 2022

Feb 13, 2023
BUY
$80.22 - $95.03 $968,816 - $1.15 Million
12,077 Added 2.53%
489,277 $41.4 Million
Q3 2022

Nov 14, 2022
BUY
$26.27 - $88.8 $1.02 Million - $3.46 Million
38,915 Added 8.88%
477,200 $38.9 Million
Q2 2022

Aug 15, 2022
BUY
$76.44 - $96.01 $1.84 Million - $2.32 Million
24,120 Added 5.82%
438,285 $35.1 Million
Q1 2022

May 13, 2022
BUY
$87.3 - $105.06 $981,252 - $1.18 Million
11,240 Added 2.79%
414,165 $38.5 Million
Q4 2021

Feb 11, 2022
BUY
$81.84 - $96.94 $401,834 - $475,975
4,910 Added 1.23%
402,925 $36.6 Million
Q3 2021

Nov 16, 2021
BUY
$69.75 - $80.53 $386,903 - $446,699
5,547 Added 1.41%
398,015 $32 Million
Q2 2021

Aug 16, 2021
BUY
$73.35 - $82.26 $722,570 - $810,343
9,851 Added 2.57%
392,468 $29.7 Million
Q1 2021

May 17, 2021
SELL
$60.19 - $84.03 $917,175 - $1.28 Million
-15,238 Reduced 3.83%
382,617 $29 Million
Q4 2020

Feb 16, 2021
BUY
$40.99 - $62.47 $388,462 - $592,028
9,477 Added 2.44%
397,855 $24.3 Million
Q3 2020

Nov 13, 2020
SELL
$37.67 - $47.44 $4.47 Million - $5.63 Million
-118,753 Reduced 23.42%
388,378 $15.6 Million
Q2 2020

Aug 14, 2020
BUY
$29.4 - $53.1 $607,080 - $1.1 Million
20,649 Added 4.24%
507,131 $22.1 Million
Q1 2020

May 15, 2020
BUY
$24.31 - $71.07 $704,868 - $2.06 Million
28,995 Added 6.34%
486,482 $16 Million
Q4 2019

Feb 07, 2020
BUY
$60.68 - $71.65 $927,615 - $1.1 Million
15,287 Added 3.46%
457,487 $32.4 Million
Q3 2019

Nov 08, 2019
BUY
$60.27 - $73.38 $1.62 Million - $1.98 Million
26,944 Added 6.49%
442,200 $28.6 Million
Q2 2019

Aug 09, 2019
BUY
$67.74 - $77.54 $726,917 - $832,081
10,731 Added 2.65%
415,256 $30.4 Million
Q1 2019

May 14, 2019
BUY
$64.3 - $75.64 $2.09 Million - $2.46 Million
32,505 Added 8.74%
404,525 $27.2 Million
Q4 2018

Feb 14, 2019
BUY
$62.87 - $87.54 $124,985 - $174,029
1,988 Added 0.54%
372,020 $24.7 Million
Q3 2018

Nov 13, 2018
BUY
$84.94 - $92.1 $9.64 Million - $10.5 Million
113,527 Added 44.26%
370,032 $31.4 Million
Q2 2018

Aug 08, 2018
SELL
$84.51 - $97.56 $6.44 Million - $7.44 Million
-76,215 Reduced 22.91%
256,505 $22.3 Million
Q1 2018

May 07, 2018
BUY
$80.11 - $91.41 $1.01 Million - $1.15 Million
12,557 Added 3.92%
332,720 $28.6 Million
Q4 2017

Jan 17, 2018
BUY
$76.93 - $86.46 $1.11 Million - $1.24 Million
14,387 Added 4.71%
320,163 $26.4 Million
Q3 2017

Nov 13, 2017
BUY
$68.02 - $78.31 $20.8 Million - $23.9 Million
305,776
305,776 $23.9 Million

Others Institutions Holding WTFC

# of Institutions
490
Shares Held
60M
Call Options Held
16.3K
Put Options Held
0
View Full List

About WINTRUST FINANCIAL CORP

WTFC Quotes by TradingView
  • Ticker WTFC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 60,743,300
  • Market Cap $7.74B
  • Description
  • Wintrust Financial Corporation operates as a financial holding company. It operates in three segments: Community Banking, Specialty Finance, and Wealth Management. The Community Banking segment offers non-interest bearing deposits, non-brokered interest-bearing transaction accounts, and savings and domestic time deposits; home equity, consumer, ...
More about WTFC
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