Cim Investment Management Inc Schwab Charles Corp Transaction History

Cim Investment Management Inc

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$61.89 - $72.38 $742,184 - $867,980	11,992 New	11,992 $867,000
Q4 2020 Feb 17, 2021	SELL	$36.75 - $53.04 $417,627 - $602,746	-11,364 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$33.02 - $36.28 $3,632 - $3,990	-110 Reduced 0.96%	11,364 $412,000
Q1 2020 May 22, 2020	BUY	$28.43 - $49.0 $45,089 - $77,714	1,586 Added 16.04%	11,474 $386,000
Q3 2019 Nov 14, 2019	SELL	$36.12 - $44.28 $40,273 - $49,372	-1,115 Reduced 10.13%	9,888 $414,000
Q2 2019 Aug 08, 2019	BUY	$39.15 - $46.26 $17,774 - $21,002	454 Added 4.3%	11,003 $442,000
Q4 2018 Feb 05, 2019	SELL	$38.25 - $52.17 $17,977 - $24,519	-470 Reduced 4.27%	10,549 $438,000
Q3 2018 Nov 09, 2018	SELL	$49.15 - $54.22 $245 - $271	-5 Reduced 0.05%	11,019 $542,000
Q2 2018 Aug 07, 2018	SELL	$50.11 - $59.59 $585,735 - $696,547	-11,689 Reduced 51.46%	11,024 $563,000
Q1 2018 May 10, 2018	SELL	$48.9 - $57.76 $29,731 - $35,118	-608 Reduced 2.61%	22,713 $1.19 Million
Q4 2017 Feb 13, 2018	BUY	$43.27 - $52.28 $1.01 Million - $1.22 Million	23,321	23,321 $1.2 Million

2,150

1.45B

17.2M

24.1M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $148B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

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