America First Investment Advisors, LLC Schwab Charles Corp Transaction History

America First Investment Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$49.33 - $70.98 $16,772 - $24,133	-340 Reduced 51.13%	325 $22,000
Q2 2023 Aug 02, 2023	SELL	$47.37 - $57.14 $15,868 - $19,141	-335 Reduced 33.5%	665 $37,000
Q4 2021 Jan 20, 2022	SELL	$73.23 - $85.82 $29,877 - $35,014	-408 Reduced 28.98%	1,000 $84,000
Q4 2020 Feb 01, 2021	BUY	$36.75 - $53.04 $51,744 - $74,680	1,408 New	1,408 $75,000
Q1 2018 Apr 20, 2018	SELL	$48.9 - $57.76 $13,594 - $16,057	-278 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$43.27 - $52.28 $12,029 - $14,533	278	278 $14,000

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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