Compton Wealth Advisory Group, LLC Schwab Charles Corp Transaction History

Compton Wealth Advisory Group, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	BUY	$54.2 - $67.94 $4,065 - $5,095	75 Added 0.7%	10,723 $588,000
Q2 2023 Jul 26, 2023	BUY	$47.37 - $57.14 $31,501 - $37,998	665 Added 6.66%	10,648 $603,000
Q1 2023 Apr 26, 2023	BUY	$51.91 - $85.6 $518,217 - $854,544	9,983 New	9,983 $522,000
Q4 2019 Feb 03, 2020	SELL	$35.1 - $51.07 $695,506 - $1.01 Million	-19,815 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$36.12 - $44.28 $110,093 - $134,965	-3,048 Reduced 13.33%	19,815 $829,000
Q2 2019 Aug 08, 2019	BUY	$39.15 - $46.26 $1,291 - $1,526	33 Added 0.14%	22,863 $919,000
Q4 2018 Feb 12, 2019	BUY	$38.25 - $52.17 $873,247 - $1.19 Million	22,830 New	22,830 $948,000

2,074

1.51B

17.2M

22.9M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $129B
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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