Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 16, 2021

SELL
N/A
-20,000 Closed
0 $0
Q3 2020

Nov 13, 2020

SELL
N/A
-147,004 Reduced 88.02%
20,000 $32,000
Q2 2020

Aug 14, 2020

SELL
N/A
-175,868 Reduced 51.29%
167,004 $120,000
Q1 2020

May 15, 2020

SELL
N/A
-197,308 Reduced 36.53%
342,872 $529,000
Q4 2019

Feb 07, 2020

SELL
N/A
-311,925 Reduced 36.61%
540,180 $2.24 Million
Q3 2019

Nov 08, 2019

SELL
N/A
-15,704 Reduced 1.81%
852,105 $2.86 Million
Q2 2019

Aug 09, 2019

BUY
N/A
220,384 Added 34.04%
867,809 $3.6 Million
Q1 2019

May 14, 2019

BUY
N/A
275,552 Added 74.1%
647,425 $3.51 Million
Q4 2018

Feb 14, 2019

BUY
N/A
91,980 Added 32.86%
371,873 $2.2 Million
Q3 2018

Nov 13, 2018

BUY
N/A
31,182 Added 12.54%
279,893 $2.12 Million
Q2 2018

Aug 08, 2018

BUY
N/A
35,183 Added 16.48%
248,711 $1.74 Million
Q1 2018

May 07, 2018

BUY
N/A
26,084 Added 13.92%
213,528 $1.19 Million
Q4 2017

Jan 17, 2018

BUY
N/A
20,712 Added 12.42%
187,444 $1.08 Million
Q3 2017

Nov 13, 2017

BUY
N/A
166,732
166,732 $779,000
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.