Meristem Family Wealth, LLC Schwab Charles Corp Transaction History

Meristem Family Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$21.16 - $74.92 $74,737 - $264,617	-3,532 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$75.69 - $95.53 $15,592 - $19,679	-206 Reduced 5.51%	3,532 $298,000
Q4 2021 Feb 10, 2022	SELL	$73.23 - $85.82 $159,861 - $187,345	-2,183 Reduced 36.87%	3,738 $314,000
Q3 2021 Nov 15, 2021	BUY	$66.68 - $77.38 $394,812 - $458,166	5,921 New	5,921 $431,000

2,081

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $136B
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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