Confluence Wealth Services, Inc. Schwab Charles Corp Transaction History

Confluence Wealth Services, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$70.03 - $78.9 $1,960 - $2,209	28 Added 0.95%	2,982 $219,000
Q1 2024 Apr 22, 2024	SELL	$61.89 - $72.38 $19,495 - $22,799	-315 Reduced 9.64%	2,954 $213,000
Q4 2023 Jan 25, 2024	BUY	$49.33 - $70.98 $161,259 - $232,033	3,269 New	3,269 $224,000
Q1 2022 Apr 26, 2022	SELL	$75.69 - $95.53 $1,135 - $1,432	-15 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$73.23 - $85.82 $1,098 - $1,287	15 New	15 $1,000

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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