Academy Capital Management Inc Schwab Charles Corp Transaction History

Academy Capital Management Inc

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$67.43 - $83.26 $179,094 - $221,138	2,656 New	2,656 $221,000
Q2 2022 Aug 15, 2022	SELL	$59.99 - $83.83 $159,333 - $222,652	-2,656 Closed	0 $0
Q4 2021 Feb 16, 2022	BUY	$73.23 - $85.82 $194,498 - $227,937	2,656 New	2,656 $223,000
Q3 2021 Nov 12, 2021	SELL	$66.68 - $77.38 $194,438 - $225,640	-2,916 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$63.69 - $76.01 $185,720 - $221,645	2,916 New	2,916 $212,000
Q2 2020 Aug 07, 2020	SELL	$31.75 - $42.82 $13.8 Million - $18.6 Million	-433,477 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$28.43 - $49.0 $334,592 - $576,681	-11,769 Reduced 2.64%	433,477 $14.6 Million
Q4 2019 Feb 04, 2020	SELL	$35.1 - $51.07 $67,988 - $98,922	-1,937 Reduced 0.43%	445,246 $21.2 Million
Q3 2019 Nov 05, 2019	BUY	$36.12 - $44.28 $9.97 Million - $12.2 Million	275,901 Added 161.08%	447,183 $18.7 Million
Q2 2019 Aug 05, 2019	BUY	$39.15 - $46.26 $42,516 - $50,238	1,086 Added 0.64%	171,282 $0
Q1 2019 May 01, 2019	BUY	$40.72 - $47.98 $23,454 - $27,636	576 Added 0.34%	170,196 $7.28 Million
Q4 2018 Feb 12, 2019	BUY	$38.25 - $52.17 $6.49 Million - $8.85 Million	169,620 New	169,620 $7.04 Million

2,096

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $149B
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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