Burt Wealth Advisors Schwab Charles Corp Transaction History

Burt Wealth Advisors

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 05, 2020	SELL	$31.75 - $42.82 $44,450 - $59,948	-1,400 Closed	0 $0
Q3 2019 Oct 31, 2019	SELL	$36.12 - $44.28 $2,709 - $3,321	-75 Reduced 5.08%	1,400 $59,000
Q1 2019 Apr 24, 2019	BUY	$40.72 - $47.98 $57,008 - $67,172	1,400 Added 1866.67%	1,475 $63,000
Q1 2018 Apr 24, 2018	SELL	$48.9 - $57.76 $3,667 - $4,332	-75 Reduced 50.0%	75 $4,000
Q2 2017 Aug 07, 2017	BUY	N/A	150	150 $6,000

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 Burt Wealth Advisors, based on Form 13F filings with the SEC.

Stay updated on Burt Wealth Advisors with notifications on news.