Charles Schwab Investment Advisory, Inc. Wells Fargo & Company Transaction History

Charles Schwab Investment Advisory, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$25.25 - $53.75 $208 Million - $443 Million	-8,244,517 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$47.82 - $54.46 $11 Million - $12.5 Million	229,459 Added 2.86%	8,244,517 $444 Million
Q3 2019 Nov 14, 2019	BUY	$43.38 - $50.71 $13.1 Million - $15.3 Million	301,771 Added 3.91%	8,015,058 $404 Million
Q2 2019 Aug 12, 2019	BUY	$44.37 - $49.17 $15.4 Million - $17.1 Million	347,415 Added 4.72%	7,713,287 $365 Million
Q1 2019 May 14, 2019	BUY	$46.57 - $51.73 $62.3 Million - $69.2 Million	1,338,422 Added 22.21%	7,365,872 $356 Million
Q4 2018 Feb 13, 2019	BUY	$43.6 - $54.46 $6.75 Million - $8.44 Million	154,930 Added 2.64%	6,027,450 $278 Million
Q3 2018 Nov 14, 2018	BUY	$52.56 - $59.19 $4.13 Million - $4.65 Million	78,506 Added 1.35%	5,872,520 $309 Million
Q2 2018 Aug 09, 2018	BUY	$50.39 - $56.18 $292 Million - $326 Million	5,794,014 New	5,794,014 $321 Million

2,503

2.27B

43.3M

54.5M

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $293B
Description
Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...

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.