Capital Wealth Planning, LLC Schwab Charles Corp Transaction History

Capital Wealth Planning, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Jan 25, 2021	SELL	$36.75 - $53.04 $425,013 - $613,407	-11,565 Closed	0 $0
Q3 2020 Nov 10, 2020	SELL	$33.02 - $36.28 $46,657 - $51,263	-1,413 Reduced 10.89%	11,565 $419,000
Q2 2020 Aug 14, 2020	SELL	$31.75 - $42.82 $3,746 - $5,052	-118 Reduced 0.9%	12,978 $438,000
Q1 2020 Apr 30, 2020	BUY	$28.43 - $49.0 $101,921 - $175,665	3,585 Added 37.69%	13,096 $440,000
Q4 2019 Feb 26, 2020	BUY	$35.1 - $51.07 $15,338 - $22,317	437 Added 4.82%	9,511 $452,000
Q3 2019 Nov 12, 2019	BUY	$36.12 - $44.28 $124,505 - $152,633	3,447 Added 61.26%	9,074 $372,000
Q2 2019 Aug 02, 2019	BUY	$39.15 - $46.26 $220,297 - $260,305	5,627 New	5,627 $226,000

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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