Curi Wealth Management, LLC Schwab Charles Corp Transaction History

Curi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$49.33 - $70.98 $6.79 Million - $9.77 Million	137,585 Added 883.6%	153,156 $10.5 Million
Q3 2023 Nov 06, 2023	BUY	$54.2 - $67.94 $843,948 - $1.06 Million	15,571 New	15,571 $854,000
Q2 2022 Aug 08, 2022	BUY	$59.99 - $83.83 $239 - $335	4 Added 1.57%	259 $16,000
Q1 2022 May 06, 2022	BUY	$75.69 - $95.53 $18,619 - $23,500	246 Added 2733.33%	255 $21,000
Q4 2021 Feb 09, 2022	BUY	$73.23 - $85.82 $659 - $772	9 New	9 $0
Q1 2021 Apr 29, 2021	SELL	$51.54 - $67.65 $257 - $338	-5 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$36.75 - $53.04 $183 - $265	5 New	5 $0

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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