Clay Northam Wealth Management, LLC Schwab Charles Corp Transaction History

Clay Northam Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$67.43 - $83.26 $55,966 - $69,105	-830 Reduced 5.68%	13,773 $1.15 Million
Q3 2022 Oct 24, 2022	BUY	$21.16 - $74.92 $550 - $1,947	26 Added 0.18%	14,603 $1.05 Million
Q2 2022 Jul 22, 2022	SELL	$59.99 - $83.83 $179 - $251	-3 Reduced 0.02%	14,577 $921,000
Q1 2022 Apr 22, 2022	SELL	$75.69 - $95.53 $22,707 - $28,659	-300 Reduced 2.02%	14,580 $1.23 Million
Q4 2021 Mar 15, 2022	BUY	$73.23 - $85.82 $1.09 Million - $1.28 Million	14,880 New	14,880 $1.25 Million

2,083

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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