Centric Wealth Management Schwab Charles Corp Transaction History

Centric Wealth Management

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$61.74 - $76.08 $864 - $1,065	14 Added 0.37%	3,757 $243,000
Q2 2024 Aug 13, 2024	BUY	$70.03 - $78.9 $910 - $1,025	13 Added 0.35%	3,743 $275,000
Q1 2024 May 01, 2024	BUY	$61.89 - $72.38 $866 - $1,013	14 Added 0.38%	3,730 $269,000
Q4 2023 Feb 06, 2024	BUY	$49.33 - $70.98 $789 - $1,135	16 Added 0.43%	3,716 $255,000
Q3 2023 Nov 03, 2023	BUY	$54.2 - $67.94 $813 - $1,019	15 Added 0.41%	3,700 $203,000
Q2 2023 Aug 14, 2023	BUY	$47.37 - $57.14 $174,558 - $210,560	3,685 New	3,685 $208,000
Q4 2022 Jan 04, 2023	BUY	$67.43 - $83.26 $183,611 - $226,716	2,723 New	2,723 $0
Q2 2022 Jul 06, 2022	SELL	$59.99 - $83.83 $167,732 - $234,388	-2,796 Closed	0 $0
Q1 2022 Apr 05, 2022	BUY	$75.69 - $95.53 $3,254 - $4,107	43 Added 1.56%	2,796 $236,000
Q4 2021 Jan 27, 2022	BUY	$73.23 - $85.82 $201,602 - $236,262	2,753 New	2,753 $231,000

2,223

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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