Capital Asset Advisory Services LLC Schwab Charles Corp Transaction History

Capital Asset Advisory Services LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$70.03 - $78.9 $43,838 - $49,391	626 Added 19.14%	3,896 $287,000
Q1 2024 Apr 16, 2024	SELL	$61.89 - $72.38 $27,417 - $32,064	-443 Reduced 11.93%	3,270 $236,000
Q4 2023 Jan 09, 2024	BUY	$49.33 - $70.98 $183,162 - $263,548	3,713 New	3,713 $255,000
Q2 2023 Aug 02, 2023	BUY	$47.37 - $57.14 $180,006 - $217,132	3,800 New	3,800 $215,000
Q1 2021 May 13, 2021	SELL	$51.54 - $67.65 $69,939 - $91,801	-1,357 Closed	0 $0
Q4 2020 Mar 02, 2021	BUY	$36.75 - $53.04 $49,869 - $71,975	1,357 New	1,357 $72,000

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 ...

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