Berkeley, Inc Schwab Charles Corp Transaction History

Berkeley, Inc

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Mar 04, 2025	SELL	$67.43 - $83.26 $205,863 - $254,192	-3,053 Closed	0 $0
Q3 2022 Mar 28, 2025	SELL	$21.16 - $74.92 $4,528 - $16,032	-214 Reduced 6.55%	3,053 $219 Million
Q3 2022 Mar 04, 2025	SELL	$21.16 - $74.92 $4,528 - $16,032	-214 Reduced 6.55%	3,053 $219 Million
Q2 2022 Mar 28, 2025	BUY	$59.99 - $83.83 $16,977 - $23,723	283 Added 9.48%	3,267 $206 Million
Q2 2022 Mar 04, 2025	BUY	$59.99 - $83.83 $16,977 - $23,723	283 Added 9.48%	3,267 $206 Million
Q1 2022 Mar 28, 2025	BUY	$75.69 - $95.53 $302 - $382	4 Added 0.13%	2,984 $252 Million
Q1 2022 Mar 04, 2025	BUY	$75.69 - $95.53 $302 - $382	4 Added 0.13%	2,984 $252 Million
Q3 2021 Mar 28, 2025	BUY	$66.68 - $77.38 $266 - $309	4 Added 0.13%	2,980 $217 Million
Q3 2021 Mar 04, 2025	BUY	$66.68 - $77.38 $266 - $309	4 Added 0.13%	2,980 $217 Million
Q2 2021 Mar 28, 2025	BUY	$63.69 - $76.01 $189,541 - $226,205	2,976 New	2,976 $217 Million
Q2 2021 Mar 04, 2025	BUY	$63.69 - $76.01 $189,541 - $226,205	2,976 New	2,976 $217 Million

2,252

1.48B

17.3M

27.9M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $145B
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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