C2 C Wealth Management, LLC Schwab Charles Corp Transaction History

C2 C Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$54.2 - $67.94 $59,620 - $74,734	1,100 Added 5.42%	21,380 $1.17 Million
Q2 2023 Jul 20, 2023	BUY	$47.37 - $57.14 $1,657 - $1,999	35 Added 0.17%	20,280 $1.15 Million
Q1 2023 May 15, 2023	BUY	$51.91 - $85.6 $889,996 - $1.47 Million	17,145 Added 553.06%	20,245 $1.06 Million
Q3 2022 Oct 12, 2022	BUY	$21.16 - $74.92 $65,596 - $232,252	3,100 New	3,100 $236,000
Q2 2022 Jul 22, 2022	SELL	$59.99 - $83.83 $185,969 - $259,873	-3,100 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$73.23 - $85.82 $227,013 - $266,042	3,100 New	3,100 $260,000

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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