All Gen Financial Advisors, Inc. Schwab Charles Corp Transaction History

All Gen Financial Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$70.03 - $78.9 $13,655 - $15,385	-195 Reduced 0.69%	27,984 $2.06 Billion
Q1 2024 Apr 23, 2024	SELL	$61.89 - $72.38 $127,864 - $149,537	-2,066 Reduced 6.83%	28,179 $2.04 Billion
Q4 2023 Feb 06, 2024	SELL	$49.33 - $70.98 $4,489 - $6,459	-91 Reduced 0.3%	30,245 $2.08 Billion
Q3 2023 Oct 16, 2023	SELL	$54.2 - $67.94 $38,048 - $47,693	-702 Reduced 2.26%	30,336 $1.67 Billion
Q2 2023 Jul 26, 2023	BUY	$47.37 - $57.14 $213,543 - $257,587	4,508 Added 16.99%	31,038 $1.76 Billion
Q1 2023 May 05, 2023	BUY	$51.91 - $85.6 $323,866 - $534,058	6,239 Added 30.75%	26,530 $1.39 Billion
Q4 2022 Feb 14, 2023	BUY	$67.43 - $83.26 $764,656 - $944,168	11,340 Added 126.69%	20,291 $1.69 Billion
Q3 2022 Feb 14, 2023	BUY	$21.16 - $74.92 $189,403 - $670,608	8,951 New	8,951 $643 Million

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 $134B
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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