Zacks Investment Management SCHWAB CHARLES FAMILY FD Transaction History

Zacks Investment Management

  • $10.5 Billion
  • Q4 2024

Shares

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

Nov 14, 2024
BUY
N/A
41,043 Added 5.45%
794,697 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-819,907 Reduced 52.11%
753,654 $0
Q1 2024

May 15, 2024
BUY
N/A
9,907 Added 0.63%
1,573,561 $0
Q4 2023

Feb 14, 2024
BUY
N/A
46,488 Added 3.06%
1,563,654 $0
Q3 2023

Nov 14, 2023
BUY
N/A
12,761 Added 0.85%
1,517,166 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-276,662 Reduced 15.53%
1,504,405 $0
Q1 2023

May 15, 2023
SELL
N/A
-518,843 Reduced 22.56%
1,781,067 $0
Q4 2022

Feb 14, 2023
BUY
N/A
2,299,910 New
2,299,910 $0
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