Avity Investment Management Inc. Schwab Charles Corp Transaction History

Avity Investment Management Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 10, 2019	SELL	$36.12 - $44.28 $20.6 Million - $25.2 Million	-569,594 Closed	0 $0
Q2 2019 Jul 22, 2019	BUY	$39.15 - $46.26 $153,468 - $181,339	3,920 Added 0.69%	569,594 $22.9 Million
Q1 2019 Apr 12, 2019	BUY	$40.72 - $47.98 $44,751 - $52,730	1,099 Added 0.19%	565,674 $24.2 Million
Q4 2018 Jan 22, 2019	BUY	$38.25 - $52.17 $428,553 - $584,512	11,204 Added 2.02%	564,575 $23.4 Million
Q3 2018 Oct 18, 2018	BUY	$49.15 - $54.22 $363,316 - $400,794	7,392 Added 1.35%	553,371 $27.2 Million
Q2 2018 Jul 20, 2018	SELL	$50.11 - $59.59 $1.39 Million - $1.65 Million	-27,756 Reduced 4.84%	545,979 $27.9 Million
Q1 2018 Apr 19, 2018	SELL	$48.9 - $57.76 $1.45 Million - $1.72 Million	-29,700 Reduced 4.92%	573,735 $30 Million
Q4 2017 Jan 10, 2018	SELL	$43.27 - $52.28 $1.14 Million - $1.38 Million	-26,375 Reduced 4.19%	603,435 $31 Million
Q3 2017 Oct 20, 2017	BUY	$38.11 - $44.04 $24 Million - $27.7 Million	629,810	629,810 $27.5 Million

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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