Agf Investments LLC Schwab Charles Corp Transaction History

Agf Investments LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 12, 2021	SELL	$63.69 - $76.01 $633,397 - $755,919	-9,945 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$51.54 - $67.65 $273,935 - $359,559	-5,315 Reduced 34.83%	9,945 $648,000
Q4 2020 Feb 08, 2021	SELL	$36.75 - $53.04 $862,522 - $1.24 Million	-23,470 Reduced 60.6%	15,260 $809,000
Q3 2020 Nov 12, 2020	BUY	$33.02 - $36.28 $109,890 - $120,739	3,328 Added 9.4%	38,730 $1.4 Million
Q2 2020 Aug 11, 2020	BUY	$31.75 - $42.82 $1.09 Million - $1.47 Million	34,412 Added 3475.96%	35,402 $1.19 Million
Q1 2020 May 08, 2020	BUY	$28.43 - $49.0 $28,145 - $48,510	990 New	990 $33,000
Q4 2018 Feb 08, 2019	SELL	$38.25 - $52.17 $20,081 - $27,389	-525 Closed	0 $0
Q3 2018 Nov 07, 2018	SELL	$49.15 - $54.22 $8,601 - $9,488	-175 Reduced 25.0%	525 $26,000
Q2 2018 Aug 13, 2018	BUY	$50.11 - $59.59 $35,077 - $41,713	700 New	700 $35,000
Q4 2017 Feb 07, 2018	SELL	$43.27 - $52.28 $10,211 - $12,338	-236 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	$38.11 - $44.04 $8,993 - $10,393	236	236 $11,000

2,133

1.45B

16.9M

22.4M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $152B
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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