Wright Investors Service Inc Schwab Charles Corp Transaction History

Wright Investors Service Inc

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	BUY	$49.33 - $70.98 $197,369 - $283,990	4,001 Added 9.27%	47,164 $3.24 Million
Q3 2023 Oct 31, 2023	BUY	$54.2 - $67.94 $1.13 Million - $1.41 Million	20,816 Added 93.15%	43,163 $2.37 Million
Q2 2023 Jul 27, 2023	SELL	$47.37 - $57.14 $477,252 - $575,685	-10,075 Reduced 31.07%	22,347 $1.27 Million
Q1 2023 Apr 26, 2023	BUY	$51.91 - $85.6 $216,101 - $356,352	4,163 Added 14.73%	32,422 $1.7 Million
Q4 2022 Jan 27, 2023	BUY	$67.43 - $83.26 $641,596 - $792,218	9,515 Added 50.76%	28,259 $0
Q3 2022 Nov 01, 2022	BUY	$21.16 - $74.92 $126,050 - $446,298	5,957 Added 46.59%	18,744 $1.35 Million
Q2 2022 Aug 02, 2022	BUY	$59.99 - $83.83 $767,092 - $1.07 Million	12,787 New	12,787 $808,000
Q2 2019 Aug 01, 2019	SELL	$39.15 - $46.26 $221,706 - $261,970	-5,663 Closed	0 $0
Q1 2019 Apr 24, 2019	SELL	$40.72 - $47.98 $39,579 - $46,636	-972 Reduced 14.65%	5,663 $242,000
Q4 2018 Feb 01, 2019	BUY	$38.25 - $52.17 $253,788 - $346,147	6,635 New	6,635 $276,000

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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