Cap Wealth Advisors, LLC Schwab Charles Corp Transaction History

Cap Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 15, 2019	SELL	$38.25 - $52.17 $172,890 - $235,808	-4,520 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$49.15 - $54.22 $1.15 Million - $1.27 Million	-23,450 Reduced 83.84%	4,520 $222,000
Q2 2018 Aug 15, 2018	BUY	$50.11 - $59.59 $58,177 - $69,183	1,161 Added 4.33%	27,970 $1.43 Million
Q1 2018 May 14, 2018	BUY	$48.9 - $57.76 $104,841 - $123,837	2,144 Added 8.69%	26,809 $1.4 Million
Q4 2017 Feb 15, 2018	BUY	$43.27 - $52.28 $164,642 - $198,925	3,805 Added 18.24%	24,665 $1.27 Million
Q3 2017 Nov 13, 2017	BUY	$38.11 - $44.04 $169,589 - $195,978	4,450 Added 27.12%	20,860 $912,000
Q2 2017 Aug 14, 2017	BUY	N/A	16,410	16,410 $705,000

2,083

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $140B
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 Cap Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Cap Wealth Advisors, LLC with notifications on news.