Horan Capital Advisors, Llc. Schwab Charles Corp Transaction History

Horan Capital Advisors, Llc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$63.31 - $82.85 $24,627 - $32,228	-389 Reduced 0.93%	41,661 $3.08 Million
Q3 2024 Nov 08, 2024	SELL	$61.74 - $76.08 $35,377 - $43,593	-573 Reduced 1.34%	42,050 $2.73 Million
Q2 2024 Aug 06, 2024	SELL	$70.03 - $78.9 $18,207 - $20,514	-260 Reduced 0.61%	42,623 $3.14 Million
Q1 2024 May 01, 2024	SELL	$61.89 - $72.38 $15,720 - $18,384	-254 Reduced 0.59%	42,883 $3.1 Million
Q4 2023 Feb 06, 2024	SELL	$49.33 - $70.98 $41,437 - $59,623	-840 Reduced 1.91%	43,137 $2.97 Million

Q3 2023 Nov 01, 2023	SELL	$54.2 - $67.94 $59,078 - $74,054	-1,090 Reduced 2.42%	43,977 $2.41 Million
Q2 2023 Aug 01, 2023	BUY	$47.37 - $57.14 $2.13 Million - $2.58 Million	45,067 New	45,067 $2.55 Million
Q4 2017 Feb 06, 2018	SELL	$43.27 - $52.28 $25,962 - $31,368	-600 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	$38.11 - $44.04 $22,866 - $26,424	600	600 $26,000

2,526

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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