Charles Schwab Investment Advisory, Inc. Vanguard Transaction History

Charles Schwab Investment Advisory, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$57.72 - $58.69 $47,388 - $48,184	-821 Reduced 13.43%	5,293 $305,000
Q1 2023 May 11, 2023	BUY	$57.32 - $58.77 $91,482 - $93,796	1,596 Added 35.33%	6,114 $357,000
Q4 2022 Feb 13, 2023	BUY	$57.38 - $58.13 $259,242 - $262,631	4,518 New	4,518 $261,000
Q1 2019 May 14, 2019	SELL	N/A	-8,274,940 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	8,274,940 New	8,274,940 $497 Million

943

236M

21.5K

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