Davidson Capital Management Inc. Schwab Charles Corp Transaction History

Davidson Capital Management Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 31, 2023	BUY	$54.2 - $67.94 $206,664 - $259,055	3,813 Added 13.31%	32,454 $1.78 Million
Q2 2023 Aug 02, 2023	BUY	$47.37 - $57.14 $446,130 - $538,144	9,418 Added 48.99%	28,641 $1.62 Million
Q1 2023 May 01, 2023	BUY	$51.91 - $85.6 $359,476 - $592,780	6,925 Added 56.31%	19,223 $1.01 Million
Q4 2022 Feb 07, 2023	BUY	$67.43 - $83.26 $829,254 - $1.02 Million	12,298 New	12,298 $1.02 Million
Q3 2020 Nov 12, 2020	SELL	$33.02 - $36.28 $396 - $435	-12 Closed	0 $0
Q4 2019 Apr 21, 2020	BUY	$35.1 - $51.07 $421 - $612	12 New	12 $1,000

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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