Asset Management Resources, LLC Schwab Charles Corp Transaction History

Asset Management Resources, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 10, 2023	SELL	$51.91 - $85.6 $66,185 - $109,140	-1,275 Reduced 24.44%	3,942 $206,000
Q4 2022 Feb 08, 2023	BUY	$67.43 - $83.26 $6,203 - $7,659	92 Added 1.8%	5,217 $434,000
Q3 2022 Nov 10, 2022	BUY	$21.16 - $74.92 $909 - $3,221	43 Added 0.85%	5,125 $368,000
Q2 2022 Jul 15, 2022	SELL	$59.99 - $83.83 $7,858 - $10,981	-131 Reduced 2.51%	5,082 $321,000
Q1 2022 May 12, 2022	SELL	$75.69 - $95.53 $50,258 - $63,431	-664 Reduced 11.3%	5,213 $440,000
Q4 2021 May 11, 2022	BUY	$73.23 - $85.82 $430,372 - $504,364	5,877 New	5,877 $494,000

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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