Argi Investment Services, LLC Schwab Charles Corp Transaction History

Argi Investment Services, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 02, 2023	SELL	$67.43 - $83.26 $56,708 - $70,021	-841 Reduced 6.39%	12,313 $1.03 Million
Q3 2022 Oct 20, 2022	BUY	$21.16 - $74.92 $16,949 - $60,010	801 Added 6.48%	13,154 $945,000
Q2 2022 Jul 26, 2022	BUY	$59.99 - $83.83 $22,676 - $31,687	378 Added 3.16%	12,353 $780,000
Q1 2022 Apr 27, 2022	BUY	$75.69 - $95.53 $143,886 - $181,602	1,901 Added 18.87%	11,975 $1.01 Million
Q4 2021 Jan 28, 2022	BUY	$73.23 - $85.82 $80,113 - $93,887	1,094 Added 12.18%	10,074 $847,000
Q3 2021 Nov 10, 2021	BUY	$66.68 - $77.38 $96,952 - $112,510	1,454 Added 19.32%	8,980 $654,000
Q2 2021 Aug 03, 2021	BUY	$63.69 - $76.01 $64,326 - $76,770	1,010 Added 15.5%	7,526 $548,000
Q1 2021 May 06, 2021	BUY	$51.54 - $67.65 $335,834 - $440,807	6,516 New	6,516 $425,000

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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