Liberty Wealth Management LLC Schwab Charles Corp Transaction History

Liberty Wealth Management LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$70.03 - $78.9 $4.86 Million - $5.48 Million	69,427 New	69,427 $110,000
Q4 2021 Feb 15, 2022	SELL	$73.23 - $85.82 $45,256 - $53,036	-618 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$66.68 - $77.38 $133 - $154	2 Added 0.32%	618 $45,000
Q2 2021 Aug 13, 2021	SELL	$63.69 - $76.01 $2.82 Million - $3.37 Million	-44,271 Reduced 98.63%	616 $45,000
Q2 2021 Aug 13, 2021	BUY	$63.69 - $76.01 $2.81 Million - $3.35 Million	44,119 Added 5744.66%	44,887 $616,000
Q4 2020 Feb 09, 2021	BUY	$36.75 - $53.04 $7,717 - $11,138	210 Added 37.63%	768 $41,000
Q3 2020 Nov 05, 2020	BUY	$33.02 - $36.28 $66 - $72	2 Added 0.36%	558 $20,000
Q2 2020 Aug 04, 2020	SELL	$31.75 - $42.82 $12,033 - $16,228	-379 Reduced 40.53%	556 $19,000
Q1 2020 Apr 27, 2020	SELL	$28.43 - $49.0 $5,316 - $9,163	-187 Reduced 16.67%	935 $31,000
Q4 2019 Feb 05, 2020	BUY	$35.1 - $51.07 $807 - $1,174	23 Added 2.09%	1,122 $53,000
Q3 2019 Oct 30, 2019	SELL	$36.12 - $44.28 $204,114 - $250,226	-5,651 Reduced 83.72%	1,099 $46,000
Q2 2019 Jul 30, 2019	BUY	$39.15 - $46.26 $227,422 - $268,724	5,809 Added 617.32%	6,750 $271,000
Q1 2019 Apr 18, 2019	SELL	$40.72 - $47.98 $10,505 - $12,378	-258 Reduced 21.52%	941 $40,000
Q4 2018 Mar 26, 2019	BUY	$38.25 - $52.17 $45,861 - $62,551	1,199 New	1,199 $49,000

2,222

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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