Charles Schwab Investment Advisory, Inc. Invesco ETF Tr Ii Pfd ETF Transaction History

Charles Schwab Investment Advisory, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$10.83 - $11.75 $159,894 - $173,477	14,764 New	14,764 $167,000
Q4 2022 Feb 13, 2023	BUY	$11.02 - $12.07 $268,546 - $294,133	24,369 Added 67.28%	60,590 $677,000
Q3 2022 Nov 14, 2022	SELL	$11.72 - $13.41 $388,611 - $444,648	-33,158 Reduced 47.79%	36,221 $430,000
Q2 2022 Aug 15, 2022	BUY	$11.99 - $13.5 $144,839 - $163,080	12,080 Added 21.08%	69,379 $856,000
Q1 2022 May 13, 2022	BUY	$13.13 - $14.91 $752,335 - $854,328	57,299 New	57,299 $778,000

511

177M

36K

100

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