Beacon Capital Management, LLC Schwab Charles Corp Transaction History

Beacon Capital Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$69.06 - $91.24 $11,533 - $15,237	-167 Reduced 34.29%	320 $29,000
Q1 2025 Apr 21, 2025	BUY	$71.24 - $83.64 $12,039 - $14,135	169 Added 53.14%	487 $38,000
Q4 2024 Jan 30, 2025	SELL	$63.31 - $82.85 $1,266 - $1,657	-20 Reduced 5.92%	318 $23,000
Q3 2024 Nov 07, 2024	BUY	$61.74 - $76.08 $4,753 - $5,858	77 Added 29.5%	338 $21,000
Q2 2024 Jul 24, 2024	SELL	$70.03 - $78.9 $11,134 - $12,545	-159 Reduced 37.86%	261 $19,000

Q1 2024 May 16, 2024	SELL	$61.89 - $72.38 $14,110 - $16,502	-228 Reduced 35.19%	420 $30,000
Q4 2023 Jan 09, 2024	BUY	$49.33 - $70.98 $49 - $70	1 Added 0.15%	648 $44,000
Q2 2023 Jul 12, 2023	BUY	$47.37 - $57.14 $8,384 - $10,113	177 Added 37.66%	647 $36,000
Q1 2023 Apr 20, 2023	BUY	$51.91 - $85.6 $24,397 - $40,232	470 New	470 $24,000

2,520

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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