Archford Capital Strategies, LLC Schwab Charles Corp Transaction History

Archford Capital Strategies, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 27, 2023	BUY	$54.2 - $67.94 $1,463 - $1,834	27 Added 0.11%	23,943 $1.31 Million
Q2 2023 Aug 02, 2023	BUY	$47.37 - $57.14 $52,675 - $63,539	1,112 Added 4.88%	23,916 $1.36 Million
Q1 2023 Apr 18, 2023	BUY	$51.91 - $85.6 $70,857 - $116,843	1,365 Added 6.37%	22,804 $1.19 Million
Q4 2022 Jan 26, 2023	BUY	$67.43 - $83.26 $141,940 - $175,262	2,105 Added 10.89%	21,439 $0
Q3 2022 Oct 17, 2022	BUY	$21.16 - $74.92 $139,952 - $495,520	6,614 Added 52.0%	19,334 $1.39 Million
Q2 2022 Jul 12, 2022	BUY	$59.99 - $83.83 $90,584 - $126,583	1,510 Added 13.47%	12,720 $804,000
Q1 2022 Apr 18, 2022	BUY	$75.69 - $95.53 $186,651 - $235,576	2,466 Added 28.2%	11,210 $918,000
Q4 2021 Jan 20, 2022	BUY	$73.23 - $85.82 $32,514 - $38,104	444 Added 5.35%	8,744 $735,000
Q3 2021 Oct 14, 2021	BUY	$66.68 - $77.38 $59,545 - $69,100	893 Added 12.06%	8,300 $605,000
Q2 2021 Jul 23, 2021	BUY	$63.69 - $76.01 $30,571 - $36,484	480 Added 6.93%	7,407 $539,000
Q1 2021 Apr 26, 2021	BUY	$51.54 - $67.65 $6,236 - $8,185	121 Added 1.78%	6,927 $454,000
Q4 2020 Jan 19, 2021	BUY	$36.75 - $53.04 $183 - $265	5 Added 0.07%	6,806 $401,000
Q3 2020 Oct 19, 2020	BUY	$33.02 - $36.28 $5,877 - $6,457	178 Added 2.69%	6,801 $246,000
Q2 2020 Jul 24, 2020	BUY	$31.75 - $42.82 $210,280 - $283,596	6,623 New	6,623 $223,000
Q3 2019 Oct 23, 2019	SELL	$36.12 - $44.28 $61,331 - $75,187	-1,698 Closed	0 $0
Q2 2019 Jul 18, 2019	BUY	$39.15 - $46.26 $66,476 - $78,549	1,698 New	1,698 $68,000

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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