A detailed history of Charles Schwab Investment Management Inc transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 2,094,331 shares of PECO stock, worth $80 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,094,331
Previous 1,991,812 5.15%
Holding current value
$80 Million
Previous $65.2 Million 21.22%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$32.1 - $38.93 $3.29 Million - $3.99 Million
102,519 Added 5.15%
2,094,331 $79 Million
Q2 2024

Aug 12, 2024

BUY
$30.93 - $35.07 $919,023 - $1.04 Million
29,713 Added 1.51%
1,991,812 $65.2 Million
Q1 2024

May 08, 2024

BUY
$34.3 - $36.64 $3.07 Million - $3.28 Million
89,623 Added 4.79%
1,962,099 $70.4 Million
Q4 2023

Feb 06, 2024

BUY
$32.43 - $37.25 $4.7 Million - $5.4 Million
145,078 Added 8.4%
1,872,476 $68.3 Million
Q3 2023

Nov 08, 2023

BUY
$33.1 - $36.16 $3.55 Million - $3.88 Million
107,214 Added 6.62%
1,727,398 $57.9 Million
Q2 2023

Aug 09, 2023

BUY
$28.14 - $34.09 $3.35 Million - $4.06 Million
119,093 Added 7.93%
1,620,184 $55.2 Million
Q1 2023

May 11, 2023

BUY
$30.04 - $34.47 $2.38 Million - $2.73 Million
79,119 Added 5.56%
1,501,091 $49 Million
Q4 2022

Feb 13, 2023

BUY
$28.0 - $33.27 $1.25 Million - $1.49 Million
44,756 Added 3.25%
1,421,972 $45.3 Million
Q3 2022

Nov 14, 2022

BUY
$27.33 - $35.13 $15.5 Million - $19.9 Million
566,424 Added 69.86%
1,377,216 $38.6 Million
Q2 2022

Aug 15, 2022

SELL
$31.26 - $36.04 $549,988 - $634,087
-17,594 Reduced 2.12%
810,792 $27.1 Million
Q1 2022

May 13, 2022

BUY
$30.58 - $35.22 $21.2 Million - $24.4 Million
691,801 Added 506.5%
828,386 $28.5 Million
Q4 2021

Feb 11, 2022

BUY
$30.14 - $34.22 $50,122 - $56,907
1,663 Added 1.23%
136,585 $4.51 Million
Q3 2021

Nov 16, 2021

BUY
$7.23 - $31.0 $975,486 - $4.18 Million
134,922 New
134,922 $4.14 Million

Others Institutions Holding PECO

About Phillips Edison & Company, Inc.


  • Ticker PECO
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 116,700,000
  • Market Cap $4.46B
  • Description
  • Phillips Edison & Company, Inc. (?PECO?), an internally-managed REIT, is one of the nation's largest owners and operators of grocery-anchored shopping centers. PECO's diversified portfolio of well-occupied neighborhood shopping centers features a mix of national and regional retailers selling necessity-based goods and services in fundamental...
More about PECO
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.