Clarus Wealth Advisors Schwab Charles Corp Transaction History

Clarus Wealth Advisors

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	BUY	$47.37 - $57.14 $188,864 - $227,817	3,987 New	3,987 $225,000
Q2 2022 Jul 13, 2022	SELL	$59.99 - $83.83 $322,206 - $450,250	-5,371 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$75.69 - $95.53 $406,530 - $513,091	5,371 New	5,371 $438,000
Q3 2019 Oct 11, 2019	SELL	$36.12 - $44.28 $3,431 - $4,206	-95 Closed	0 $0
Q2 2019 Jul 24, 2019	SELL	$39.15 - $46.26 $704 - $832	-18 Reduced 15.93%	95 $4,000
Q4 2018 Jan 08, 2019	BUY	$38.25 - $52.17 $4,322 - $5,895	113 New	113 $6,000
Q4 2018 Jan 07, 2019	SELL	$38.25 - $52.17 $4,322 - $5,895	-113 Closed	0 $0
Q3 2018 Oct 03, 2018	SELL	$49.15 - $54.22 $1,081 - $1,192	-22 Reduced 16.3%	113 $6,000
Q2 2018 Jul 05, 2018	BUY	$50.11 - $59.59 $6,764 - $8,044	135 New	135 $7,000

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 $136B
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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