Charles Schwab Investment Advisory, Inc. Ishares Tr Transaction History

Charles Schwab Investment Advisory, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$68.14 - $74.43 $138,596 - $151,390	-2,034 Reduced 27.52%	5,356 $397,000
Q4 2023 Feb 06, 2024	BUY	$61.3 - $70.47 $453,007 - $520,773	7,390 New	7,390 $519,000
Q2 2022 Aug 15, 2022	SELL	$57.91 - $70.46 $181,432 - $220,751	-3,133 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$63.26 - $75.48 $198,193 - $236,478	3,133 New	3,133 $218,000
Q2 2021 Aug 16, 2021	SELL	$73.11 - $77.88 $346,322 - $368,917	-4,737 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$68.58 - $73.12 $324,863 - $346,369	4,737 New	4,737 $341,000

1,998

1.42B

164K

52.1K

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