Advisor Os, LLC Schwab Charles Corp Transaction History

Advisor Os, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$70.03 - $78.9 $24,580 - $27,693	-351 Reduced 10.44%	3,011 $221,000
Q1 2024 May 08, 2024	SELL	$61.89 - $72.38 $6,622 - $7,744	-107 Reduced 3.08%	3,362 $243,000
Q4 2023 Feb 07, 2024	SELL	$49.33 - $70.98 $419,305 - $603,330	-8,500 Reduced 71.02%	3,469 $238,000
Q3 2023 Nov 02, 2023	BUY	$54.2 - $67.94 $90,405 - $113,323	1,668 Added 16.19%	11,969 $657,000
Q2 2023 Aug 08, 2023	BUY	$47.37 - $57.14 $487,958 - $588,599	10,301 New	10,301 $583,000
Q3 2021 Nov 15, 2021	SELL	$66.68 - $77.38 $186,037 - $215,890	-2,790 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$63.69 - $76.01 $177,695 - $212,067	2,790 New	2,790 $204,000

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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