Caption Management, LLC Schwab Charles Corp Transaction History

Caption Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$61.89 - $72.38 $928,350 - $1.09 Million	15,000 New	15,000 $1.09 Million
Q1 2023 May 15, 2023	BUY	$51.91 - $85.6 $1.4 Million - $2.31 Million	27,000 New	27,000 $1.41 Million
Q2 2022 Aug 15, 2022	SELL	$59.99 - $83.83 $20,456 - $28,586	-341 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$75.69 - $95.53 $25,810 - $32,575	341 New	341 $29,000

2,074

1.51B

17.2M

22.9M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $129B
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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