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

514

178M

36K

100

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Advisory, Inc., based on Form 13F filings with the SEC.

Stay updated on Charles Schwab Investment Advisory, Inc. with notifications on news.