Kelly Financial Services LLC Schwab Charles Corp Transaction History

Kelly Financial Services LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$70.03 - $78.9 $5,882 - $6,627	84 Added 30.43%	360 $26,000
Q1 2024 Jul 17, 2024	BUY	$61.89 - $72.38 $11,573 - $13,535	187 Added 210.11%	276 $19,000
Q4 2023 Jul 17, 2024	BUY	$49.33 - $70.98 $4,390 - $6,317	89 New	89 $6.12 Million
Q1 2023 Jul 17, 2024	SELL	$51.91 - $85.6 $1,868 - $3,081	-36 Closed	0 $0
Q3 2022 Jul 17, 2024	BUY	$21.16 - $74.92 $761 - $2,697	36 New	36 $2.59 Million
Q1 2022 Jul 17, 2024	SELL	$75.69 - $95.53 $4,390 - $5,540	-58 Closed	0 $0
Q3 2021 Jul 17, 2024	SELL	$66.68 - $77.38 $277,922 - $322,519	-4,168 Reduced 98.63%	58 $4.24 Million
Q2 2021 Jul 17, 2024	BUY	$63.69 - $76.01 $265,459 - $316,809	4,168 Added 7186.21%	4,226 $58,000
Q3 2020 Jul 17, 2024	BUY	$33.02 - $36.28 $33 - $36	1 Added 1.75%	58 $2.08 Million
Q4 2019 Jul 17, 2024	BUY	$35.1 - $51.07 $35 - $51	1 Added 1.79%	57 $2.7 Million
Q2 2019 Jul 17, 2024	BUY	$39.15 - $46.26 $2,192 - $2,590	56 New	56 $2.26 Million

2,063

1.51B

17.2M

22.8M

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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