Blueprint Investment Partners LLC Schwab Charles Corp Transaction History

Blueprint Investment Partners LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$70.03 - $78.9 $64,427 - $72,588	920 Added 28.86%	4,108 $302,000
Q1 2024 May 13, 2024	BUY	$61.89 - $72.38 $197,305 - $230,747	3,188 New	3,188 $230,000
Q1 2023 May 12, 2023	BUY	$51.91 - $85.6 $20,608 - $33,983	397 Added 5.55%	7,552 $395,000
Q4 2022 Feb 14, 2023	BUY	$67.43 - $83.26 $205,998 - $254,359	3,055 Added 74.51%	7,155 $595,000
Q3 2022 Nov 09, 2022	BUY	$21.16 - $74.92 $86,756 - $307,172	4,100 New	4,100 $295,000

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 ...

Get notified when there are updates to the investment portfolio of Blueprint Investment Partners LLC, based on Form 13F filings with the SEC.

Stay updated on Blueprint Investment Partners LLC with notifications on news.