Buckley Wealth Management, LLC Schwab Charles Corp Transaction History

Buckley Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 02, 2022	SELL	$73.23 - $85.82 $498,549 - $584,262	-6,808 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$66.68 - $77.38 $9,601 - $11,142	-144 Reduced 2.07%	6,808 $496,000
Q2 2021 Jul 27, 2021	SELL	$63.69 - $76.01 $12,992 - $15,506	-204 Reduced 2.85%	6,952 $506,000
Q1 2021 Apr 30, 2021	SELL	$51.54 - $67.65 $25,203 - $33,080	-489 Reduced 6.4%	7,156 $466,000
Q4 2020 Jan 20, 2021	BUY	$36.75 - $53.04 $18,375 - $26,520	500 Added 7.0%	7,645 $405,000
Q3 2020 Oct 19, 2020	SELL	$33.02 - $36.28 $85,521 - $93,965	-2,590 Reduced 26.61%	7,145 $259,000
Q2 2020 Jul 15, 2020	BUY	$31.75 - $42.82 $26,797 - $36,140	844 Added 9.49%	9,735 $328,000
Q1 2020 Apr 10, 2020	BUY	$28.43 - $49.0 $252,771 - $435,659	8,891 New	8,891 $299,000

2,082

1.45B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $148B
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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