Accretive Wealth Partners, LLC Schwab Charles Corp Transaction History

Accretive Wealth Partners, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$67.43 - $83.26 $41,267 - $50,955	-612 Reduced 2.98%	19,907 $1.66 Million
Q3 2022 Nov 14, 2022	SELL	$21.16 - $74.92 $4,422 - $15,658	-209 Reduced 1.01%	20,519 $1.48 Million
Q2 2022 Aug 12, 2022	BUY	$59.99 - $83.83 $9,958 - $13,915	166 Added 0.81%	20,728 $1.31 Million
Q1 2022 May 12, 2022	BUY	$75.69 - $95.53 $5,601 - $7,069	74 Added 0.36%	20,562 $1.73 Million
Q4 2021 Feb 14, 2022	BUY	$73.23 - $85.82 $3,881 - $4,548	53 Added 0.26%	20,488 $1.72 Million
Q3 2021 Nov 12, 2021	BUY	$66.68 - $77.38 $35,407 - $41,088	531 Added 2.67%	20,435 $1.49 Million
Q2 2021 Aug 13, 2021	BUY	$63.69 - $76.01 $96,745 - $115,459	1,519 Added 8.26%	19,904 $1.45 Million
Q1 2021 May 17, 2021	BUY	$51.54 - $67.65 $47,829 - $62,779	928 Added 5.32%	18,385 $1.2 Million
Q4 2020 Feb 12, 2021	BUY	$36.75 - $53.04 $641,544 - $925,919	17,457 New	17,457 $926,000

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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