Charles Schwab Investment Management Inc Boston Private Financial Holdings, Inc. Transaction History

Charles Schwab Investment Management Inc

$515 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 16, 2021	SELL	N/A	-866,613 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	N/A	4,465 Added 0.52%	866,613 $12.8 Million
Q1 2021 May 17, 2021	SELL	N/A	-669,354 Reduced 43.71%	862,148 $11.5 Million
Q4 2020 Feb 16, 2021	BUY	N/A	55,375 Added 3.75%	1,531,502 $12.9 Million
Q3 2020 Nov 13, 2020	BUY	N/A	108,702 Added 7.95%	1,476,127 $8.15 Million
Q2 2020 Aug 14, 2020	BUY	N/A	194,323 Added 16.56%	1,367,425 $9.41 Million
Q1 2020 May 15, 2020	BUY	N/A	64,095 Added 5.78%	1,173,102 $8.39 Million
Q4 2019 Feb 07, 2020	BUY	N/A	117,688 Added 11.87%	1,109,007 $13.3 Million
Q3 2019 Nov 08, 2019	BUY	N/A	84,888 Added 9.37%	991,319 $11.6 Million
Q2 2019 Aug 09, 2019	BUY	N/A	109,300 Added 13.71%	906,431 $10.9 Million
Q1 2019 May 14, 2019	BUY	N/A	81,453 Added 11.38%	797,131 $8.74 Million
Q4 2018 Feb 14, 2019	BUY	N/A	14,963 Added 2.14%	715,678 $7.57 Million
Q3 2018 Nov 13, 2018	BUY	N/A	35,480 Added 5.33%	700,715 $9.57 Million
Q2 2018 Aug 08, 2018	BUY	N/A	13,726 Added 2.11%	665,235 $10.6 Million
Q1 2018 May 07, 2018	BUY	N/A	67,432 Added 11.55%	651,509 $9.81 Million
Q4 2017 Jan 17, 2018	BUY	N/A	42,595 Added 7.87%	584,077 $9.02 Million
Q3 2017 Nov 13, 2017	BUY	N/A	541,482	541,482 $8.96 Million

About Boston Private Financial Holdings, Inc.

Ticker BPFH
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 82,464,304
Market Cap $1.22B

More about BPFH

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