Baldwin Investment Management, LLC Schwab Charles Corp Transaction History

Baldwin Investment Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$51.91 - $85.6 $237,488 - $391,620	-4,575 Reduced 49.22%	4,720 $247,000
Q4 2022 Feb 10, 2023	BUY	$67.43 - $83.26 $67,092 - $82,843	995 Added 11.99%	9,295 $773,000
Q3 2022 Nov 14, 2022	SELL	$21.16 - $74.92 $79,519 - $281,549	-3,758 Reduced 31.17%	8,300 $597,000
Q2 2022 Aug 02, 2022	BUY	$59.99 - $83.83 $399,713 - $558,559	6,663 Added 123.5%	12,058 $762,000
Q1 2022 May 16, 2022	BUY	$75.69 - $95.53 $20,814 - $26,270	275 Added 5.37%	5,395 $455,000
Q4 2021 Feb 11, 2022	SELL	$73.23 - $85.82 $732 - $858	-10 Reduced 0.19%	5,120 $431,000
Q3 2021 Nov 15, 2021	BUY	$66.68 - $77.38 $9,001 - $10,446	135 Added 2.7%	5,130 $374,000
Q2 2021 Aug 16, 2021	BUY	$63.69 - $76.01 $41,080 - $49,026	645 Added 14.83%	4,995 $364,000
Q1 2021 May 14, 2021	BUY	$51.54 - $67.65 $224,199 - $294,277	4,350 New	4,350 $284,000

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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