Cwm, LLC SCHWAB CHARLES FAMILY FD Transaction History

Cwm, LLC

  • $23.3 Billion
  • Q3 2024
Number of Shares
9,997,431
Previous 18,302,454 45.38%
Holding current value
$10 Million
Previous $18.3 Million 45.38%
% of portfolio
0.04%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
N/A
-8,305,023 Reduced 45.38%
9,997,431 $10 Million
Q2 2024

Jul 09, 2024
BUY
N/A
10,980,910 Added 149.98%
18,302,454 $18.3 Million
Q1 2024

Apr 05, 2024
BUY
N/A
871,544 Added 13.51%
7,321,544 $7.32 Million
Q4 2023

Feb 01, 2024
SELL
N/A
-25,000 Reduced 0.39%
6,450,000 $6.45 Million
Q3 2023

Oct 11, 2023
BUY
N/A
3,475,000 Added 115.83%
6,475,000 $6.48 Million
Q2 2023

Aug 03, 2023
BUY
N/A
3,000,000 New
3,000,000 $3 Million
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