Broadleaf Partners, LLC Schwab Charles Corp Transaction History

Broadleaf Partners, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	BUY	$67.43 - $83.26 $178,015 - $219,806	2,640 New	2,640 $219,000
Q2 2022 Aug 09, 2022	SELL	$59.99 - $83.83 $158,373 - $221,311	-2,640 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$73.23 - $85.82 $4.63 Million - $5.43 Million	-63,270 Reduced 95.99%	2,640 $222,000
Q1 2019 Apr 09, 2019	SELL	$40.72 - $47.98 $27,160 - $32,002	-667 Reduced 1.0%	65,910 $3.03 Million
Q4 2018 Jan 15, 2019	BUY	$38.25 - $52.17 $499,583 - $681,392	13,061 Added 24.41%	66,577 $2.77 Million
Q3 2018 Oct 12, 2018	SELL	$49.15 - $54.22 $49,395 - $54,491	-1,005 Reduced 1.84%	53,516 $2.63 Million
Q2 2018 Aug 07, 2018	SELL	$50.11 - $59.59 $2.73 Million - $3.25 Million	-54,521 Reduced 50.0%	54,521 $2.79 Million
Q2 2018 Jul 17, 2018	BUY	$50.11 - $59.59 $3.35 Million - $3.99 Million	66,876 Added 158.6%	109,042 $5.57 Million
Q1 2018 Apr 20, 2018	SELL	$48.9 - $57.76 $5,819 - $6,873	-119 Reduced 0.28%	42,166 $2.2 Million
Q4 2017 Jan 12, 2018	BUY	$43.27 - $52.28 $1.83 Million - $2.21 Million	42,285	42,285 $2.17 Million

2,095

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $150B
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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