Westfield Capital Management CO LP Schwab Charles Corp Transaction History

Westfield Capital Management CO LP

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$70.03 - $78.9 $10.9 Million - $12.3 Million	155,917 Added 16.76%	1,086,071 $80 Million
Q1 2024 May 10, 2024	BUY	$61.89 - $72.38 $7.25 Million - $8.48 Million	117,139 Added 14.41%	930,154 $67.3 Million
Q4 2023 Feb 09, 2024	BUY	$49.33 - $70.98 $40.1 Million - $57.7 Million	813,015 New	813,015 $55.9 Million
Q2 2022 Aug 12, 2022	SELL	$59.99 - $83.83 $44.3 Million - $61.9 Million	-738,837 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$75.69 - $95.53 $823,961 - $1.04 Million	10,886 Added 1.5%	738,837 $62.3 Million
Q4 2021 Feb 10, 2022	BUY	$73.23 - $85.82 $53.3 Million - $62.5 Million	727,951 New	727,951 $61.2 Million

2,251

1.48B

17.3M

27.9M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $139B
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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