44 Wealth Management LLC Schwab Charles Corp Transaction History

44 Wealth Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$67.43 - $83.26 $93,862 - $115,897	-1,392 Reduced 20.28%	5,471 $0
Q3 2022 Oct 12, 2022	SELL	$21.16 - $74.92 $36,374 - $128,787	-1,719 Reduced 20.03%	6,863 $493,000
Q2 2022 Jul 22, 2022	BUY	$59.99 - $83.83 $1,679 - $2,347	28 Added 0.33%	8,582 $542,000
Q1 2022 Apr 18, 2022	SELL	$75.69 - $95.53 $3,708 - $4,680	-49 Reduced 0.57%	8,554 $721,000
Q4 2021 Jan 13, 2022	SELL	$73.23 - $85.82 $7,323 - $8,582	-100 Reduced 1.15%	8,603 $723,000
Q3 2021 Oct 20, 2021	SELL	$66.68 - $77.38 $3,467 - $4,023	-52 Reduced 0.59%	8,703 $634,000
Q2 2021 Jul 19, 2021	SELL	$63.69 - $76.01 $303,164 - $361,807	-4,760 Reduced 35.22%	8,755 $637,000
Q1 2021 May 18, 2021	SELL	$51.54 - $67.65 $927 - $1,217	-18 Reduced 0.13%	13,515 $881,000
Q4 2020 Mar 05, 2021	BUY	$36.75 - $53.04 $497,337 - $717,790	13,533 New	13,533 $718,000

2,083

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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