San Luis Wealth Advisors LLC Schwab Charles Corp Transaction History

San Luis Wealth Advisors LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 02, 2023	BUY	$47.37 - $57.14 $2.37 Million - $2.86 Million	49,985 New	49,985 $2.82 Million
Q2 2022 Aug 10, 2022	SELL	$59.99 - $83.83 $130,598 - $182,497	-2,177 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$75.69 - $95.53 $164,777 - $207,968	2,177 New	2,177 $183,000
Q4 2021 Feb 14, 2022	SELL	$73.23 - $85.82 $649,257 - $760,880	-8,866 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$66.68 - $77.38 $591,184 - $686,051	8,866 New	8,866 $646,000

2,117

1.45B

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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