Ameritas Advisory Services, LLC Schwab Charles Corp Transaction History

Ameritas Advisory Services, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$70.03 - $78.9 $22,339 - $25,169	-319 Reduced 5.55%	5,428 $399,000
Q1 2024 May 14, 2024	BUY	$61.89 - $72.38 $62,818 - $73,465	1,015 Added 21.45%	5,747 $415,000
Q4 2023 Feb 14, 2024	BUY	$49.33 - $70.98 $233,429 - $335,877	4,732 New	4,732 $325,000
Q1 2023 Apr 28, 2023	BUY	$51.91 - $85.6 $38,828 - $64,028	748 Added 28.97%	3,330 $174,000
Q4 2022 Feb 10, 2023	BUY	$67.43 - $83.26 $174,104 - $214,977	2,582 New	2,582 $214,000
Q2 2022 Aug 10, 2022	SELL	$59.99 - $83.83 $188,668 - $263,645	-3,145 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$75.69 - $95.53 $238,045 - $300,441	3,145 New	3,145 $265,000

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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