Financial Consulate, Inc Schwab Charles Corp Transaction History

Financial Consulate, Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 17, 2023	BUY	$51.91 - $85.6 $9,603 - $15,835	185 Added 1.55%	12,086 $633,000
Q4 2022 Jan 11, 2023	SELL	$67.43 - $83.26 $40,120 - $49,539	-595 Reduced 4.76%	11,901 $0
Q3 2022 Oct 20, 2022	BUY	$21.16 - $74.92 $264,415 - $936,200	12,496 New	12,496 $898,000
Q2 2022 Jul 19, 2022	SELL	$59.99 - $83.83 $185,969 - $259,873	-3,100 Closed	0 $0
Q4 2021 Feb 07, 2022	SELL	$73.23 - $85.82 $439 - $514	-6 Reduced 0.19%	3,100 $261,000
Q1 2021 Apr 19, 2021	BUY	$51.54 - $67.65 $160,083 - $210,120	3,106 New	3,106 $202,000

2,082

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $132B
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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