Creative One Wealth, LLC Schwab Charles Corp Transaction History

Creative One Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$47.37 - $57.14 $527,180 - $635,911	-11,129 Reduced 48.46%	11,835 $745,000
Q1 2023 May 15, 2023	BUY	$51.91 - $85.6 $329,576 - $543,474	6,349 Added 38.21%	22,964 $1.2 Million
Q4 2022 Feb 14, 2023	SELL	$67.43 - $83.26 $25,218 - $31,139	-374 Reduced 2.2%	16,615 $1.38 Million
Q3 2022 Nov 14, 2022	BUY	$21.16 - $74.92 $20,757 - $73,496	981 Added 6.13%	16,989 $1.22 Million
Q2 2022 Aug 12, 2022	SELL	$59.99 - $83.83 $362,579 - $506,668	-6,044 Reduced 27.41%	16,008 $1.01 Million
Q1 2022 May 13, 2022	BUY	$75.69 - $95.53 $1.67 Million - $2.11 Million	22,052 New	22,052 $1.86 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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