Accuvest Global Advisors Schwab Charles Corp Transaction History

Accuvest Global Advisors

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$47.37 - $57.14 $250,208 - $301,813	5,282 New	5,282 $299,000
Q4 2022 Jan 12, 2023	BUY	$67.43 - $83.26 $427,775 - $528,201	6,344 New	6,344 $0
Q4 2021 Jan 28, 2022	SELL	$73.23 - $85.82 $278,713 - $326,630	-3,806 Closed	0 $0
Q3 2021 Nov 03, 2021	SELL	$66.68 - $77.38 $15,403 - $17,874	-231 Reduced 5.72%	3,806 $277,000
Q1 2021 Aug 16, 2021	BUY	$51.54 - $67.65 $208,066 - $273,103	4,037 New	4,037 $263,000
Q3 2018 Oct 31, 2018	SELL	$49.15 - $54.22 $360,269 - $397,432	-7,330 Closed	0 $0
Q2 2018 Aug 08, 2018	BUY	$50.11 - $59.59 $361,794 - $430,239	7,220 Added 6563.64%	7,330 $375,000
Q4 2017 Jan 30, 2018	SELL	$43.27 - $52.28 $519 - $627	-12 Reduced 9.84%	110 $6,000
Q3 2017 Nov 08, 2017	BUY	$38.11 - $44.04 $4,649 - $5,372	122	122 $5,000

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 $136B
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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