Cyndeo Wealth Partners, LLC Schwab Charles Corp Transaction History

Cyndeo Wealth Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$69.06 - $91.24 $33,770 - $44,616	489 Added 12.99%	4,252 $387,000
Q1 2025 Apr 17, 2025	BUY	$71.24 - $83.64 $11,825 - $13,884	166 Added 4.61%	3,763 $294,000
Q3 2024 Oct 18, 2024	BUY	$61.74 - $76.08 $21,115 - $26,019	342 Added 10.51%	3,597 $233,000
Q2 2024 Jul 30, 2024	BUY	$70.03 - $78.9 $227,947 - $256,819	3,255 New	3,255 $239,000

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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