Wimmer Associates 1, LLC Schwab Charles Corp Transaction History

Wimmer Associates 1, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$70.03 - $78.9 $14,356 - $16,174	-205 Reduced 6.81%	2,804 $206,000
Q1 2024 May 14, 2024	SELL	$61.89 - $72.38 $22,094 - $25,839	-357 Reduced 10.61%	3,009 $217,000
Q4 2023 Feb 14, 2024	BUY	$49.33 - $70.98 $166,044 - $238,918	3,366 New	3,366 $231,000
Q4 2022 Feb 14, 2023	BUY	$67.43 - $83.26 $674 - $832	10 Added 0.34%	2,935 $244,000
Q3 2022 Nov 14, 2022	BUY	$21.16 - $74.92 $61,893 - $219,141	2,925 New	2,925 $233,000
Q2 2022 Aug 12, 2022	SELL	$59.99 - $83.83 $179,970 - $251,490	-3,000 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$75.69 - $95.53 $15,894 - $20,061	210 Added 7.53%	3,000 $253,000
Q3 2021 Nov 12, 2021	BUY	$66.68 - $77.38 $186,037 - $215,890	2,790 New	2,790 $203,000

2,082

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $132B
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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