Congress Asset Management CO Schwab Charles Corp Transaction History

Congress Asset Management CO

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 10, 2020	SELL	$35.1 - $51.07 $243,102 - $353,710	-6,926 Closed	0 $0
Q3 2019 Nov 01, 2019	SELL	$36.12 - $44.28 $38.6 Million - $47.4 Million	-1,069,470 Reduced 99.36%	6,926 $290,000
Q2 2019 Aug 07, 2019	BUY	$39.15 - $46.26 $996,798 - $1.18 Million	25,461 Added 2.42%	1,076,396 $43.3 Million
Q1 2019 May 08, 2019	BUY	$40.72 - $47.98 $7.53 Million - $8.87 Million	184,940 Added 21.36%	1,050,935 $44.9 Million
Q4 2018 Jan 25, 2019	SELL	$38.25 - $52.17 $4.31 Million - $5.88 Million	-112,638 Reduced 11.51%	865,995 $36 Million
Q3 2018 Oct 26, 2018	SELL	$49.15 - $54.22 $1.56 Million - $1.72 Million	-31,743 Reduced 3.14%	978,633 $48.1 Million
Q2 2018 Jul 25, 2018	BUY	$50.11 - $59.59 $40.8 Million - $48.6 Million	814,965 Added 417.05%	1,010,376 $51.6 Million
Q1 2018 May 11, 2018	SELL	$48.9 - $57.76 $7,237 - $8,548	-148 Reduced 0.08%	195,411 $10.2 Million
Q3 2017 Oct 17, 2017	BUY	$38.11 - $44.04 $7.45 Million - $8.61 Million	195,559	195,559 $8.55 Million

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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