Aa Financial Advisors, LLC Schwab Charles Corp Transaction History

Aa Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$71.24 - $83.64 $15,672 - $18,400	-220 Reduced 7.54%	2,697 $211 Million
Q4 2024 Jan 23, 2025	SELL	$63.31 - $82.85 $24,121 - $31,565	-381 Reduced 11.55%	2,917 $216 Million
Q3 2024 Oct 18, 2024	SELL	$61.74 - $76.08 $18,768 - $23,128	-304 Reduced 8.44%	3,298 $214 Million
Q2 2024 Jul 16, 2024	SELL	$70.03 - $78.9 $29,762 - $33,532	-425 Reduced 10.55%	3,602 $265 Million
Q1 2024 May 03, 2024	BUY	$61.89 - $72.38 $249,231 - $291,474	4,027 New	4,027 $291 Million

2,526

1.43B

15.3M

19M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $167B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

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