Artemis Wealth Advisors, LLC Schwab Charles Corp Transaction History

Artemis Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 17, 2023	SELL	$73.23 - $85.82 $2,270 - $2,660	-31 Closed	0 $0
Q1 2021 Sep 11, 2023	BUY	$51.54 - $67.65 $1,597 - $2,097	31 New	31 $2,000
Q1 2021 Feb 17, 2023	BUY	$51.54 - $67.65 $51 - $67	1 Added 3.33%	31 $2,000
Q2 2020 Sep 05, 2023	BUY	$31.75 - $42.82 $952 - $1,284	30 New	30 $1,000
Q2 2020 Feb 17, 2023	BUY	$31.75 - $42.82 $952 - $1,284	30 New	30 $1,000

2,222

1.48B

16.9M

27.9M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $146B
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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