Charles Schwab Investment Management Inc Smartfinancial Inc. Transaction History

Charles Schwab Investment Management Inc

  • $515 Billion
  • Q3 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Smartfinancial Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 43,898 shares of SMBK stock, worth $1.38 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
43,898
Previous 43,895 0.01%
Holding current value
$1.38 Million
Previous $1.04 Million 23.22%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$23.14 - $30.18 $69 - $90
3 Added 0.01%
43,898 $1.28 Million
Q2 2024

Aug 12, 2024
BUY
$19.09 - $23.67 $27,279 - $33,824
1,429 Added 3.37%
43,895 $1.04 Million
Q4 2023

Feb 06, 2024
BUY
$20.0 - $25.61 $600 - $768
30 Added 0.07%
42,466 $1.04 Million
Q3 2023

Nov 08, 2023
SELL
$21.1 - $25.29 $189 - $227
-9 Reduced 0.02%
42,436 $906,000
Q2 2023

Aug 09, 2023
BUY
$19.94 - $23.8 $13,140 - $15,684
659 Added 1.58%
42,445 $912,000
Q1 2023

May 11, 2023
BUY
$21.93 - $28.17 $18,706 - $24,029
853 Added 2.08%
41,786 $966,000
Q4 2022

Feb 13, 2023
BUY
$24.42 - $30.39 $15,311 - $19,054
627 Added 1.56%
40,933 $1.13 Million
Q3 2022

Nov 14, 2022
BUY
$23.05 - $27.44 $161 - $192
7 Added 0.02%
40,306 $996,000
Q2 2022

Aug 15, 2022
BUY
$23.38 - $25.97 $73,880 - $82,065
3,160 Added 8.51%
40,299 $974,000
Q1 2022

May 13, 2022
BUY
$25.4 - $28.27 $23,215 - $25,838
914 Added 2.52%
37,139 $951,000
Q3 2021

Nov 16, 2021
BUY
$23.58 - $26.16 $32,634 - $36,205
1,384 Added 3.97%
36,225 $937,000
Q2 2021

Aug 16, 2021
SELL
$21.25 - $25.11 $28,220 - $33,346
-1,328 Reduced 3.67%
34,841 $837,000
Q1 2021

May 17, 2021
BUY
$17.96 - $23.68 $59,627 - $78,617
3,320 Added 10.11%
36,169 $784,000
Q4 2020

Feb 16, 2021
SELL
$13.44 - $19.39 $147 - $213
-11 Reduced 0.03%
32,849 $596,000
Q3 2020

Nov 13, 2020
SELL
$12.96 - $15.53 $18,351 - $21,990
-1,416 Reduced 4.13%
32,860 $447,000
Q2 2020

Aug 14, 2020
BUY
$12.34 - $17.18 $34,305 - $47,760
2,780 Added 8.83%
34,276 $555,000
Q4 2019

Feb 07, 2020
SELL
$20.09 - $23.77 $44,700 - $52,888
-2,225 Reduced 6.6%
31,496 $745,000
Q3 2019

Nov 08, 2019
BUY
$18.95 - $22.53 $86,715 - $103,097
4,576 Added 15.7%
33,721 $703,000
Q2 2019

Aug 09, 2019
BUY
$19.15 - $21.69 $51,800 - $58,671
2,705 Added 10.23%
29,145 $633,000
Q1 2019

May 14, 2019
BUY
$17.17 - $20.24 $40,177 - $47,361
2,340 Added 9.71%
26,440 $500,000
Q3 2018

Nov 13, 2018
BUY
$23.53 - $27.42 $63,531 - $74,034
2,700 Added 12.62%
24,100 $568,000
Q2 2018

Aug 08, 2018
BUY
$23.0 - $26.71 $200,100 - $232,377
8,700 Added 68.5%
21,400 $552,000
Q3 2017

Nov 13, 2017
BUY
$22.87 - $25.07 $290,449 - $318,389
12,700
12,700 $306,000

Others Institutions Holding SMBK

# of Institutions
116
Shares Held
9.3M
Call Options Held
0
Put Options Held
0
View Full List

About SMARTFINANCIAL INC.

SMBK Quotes by TradingView
  • Ticker SMBK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 16,887,600
  • Market Cap $531M
  • Description
  • SmartFinancial, Inc. operates as the bank holding company for SmartBank that provides various financial services to individuals and corporate customers. It operates through Commercial Real Estate, Consumer Real Estate, Construction and Land Development, Commercial and Industrial, and Consumer and Other segments. The company offers noninterest-be...
More about SMBK
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