Claraphi Advisory Network, LLC Schwab Charles Corp Transaction History

Claraphi Advisory Network, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 16, 2021	SELL	$63.69 - $76.01 $274,694 - $327,831	-4,313 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$51.54 - $67.65 $6,803 - $8,929	-132 Reduced 2.97%	4,313 $281,000
Q4 2020 Feb 05, 2021	BUY	$36.75 - $53.04 $163,353 - $235,762	4,445 New	4,445 $236,000
Q2 2020 Aug 14, 2020	SELL	$31.75 - $42.82 $9,080 - $12,246	-286 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$28.43 - $49.0 $8,130 - $14,014	286 New	286 $10,000

2,081

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $134B
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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