Charles Schwab Investment Advisory, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Charles Schwab Investment Advisory, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$54.97 - $61.53 $64,864 - $72,605	-1,180 Reduced 26.25%	3,315 $203,000
Q4 2023 Feb 06, 2024	BUY	$48.29 - $56.08 $217,063 - $252,079	4,495 New	4,495 $251,000
Q1 2019 May 14, 2019	SELL	N/A	-37,982 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	37,982 New	37,982 $1.11 Million

1,144

479M

259K

171K

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