Cedar Brook Financial Partners, LLC Schwab Charles Corp Transaction History

Cedar Brook Financial Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$61.89 - $72.38 $1,485 - $1,737	-24 Reduced 0.37%	6,511 $471,000
Q4 2023 Jan 12, 2024	BUY	$49.33 - $70.98 $118,737 - $170,848	2,407 Added 58.31%	6,535 $449,000
Q3 2023 Oct 17, 2023	BUY	$54.2 - $67.94 $21,842 - $27,379	403 Added 10.82%	4,128 $226,000
Q2 2023 Jul 05, 2023	BUY	$47.37 - $57.14 $176,453 - $212,846	3,725 New	3,725 $211,000

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 $134B
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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