Dcm Advisors, LLC Schwab Charles Corp Transaction History

Dcm Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$59.99 - $83.83 $625,275 - $873,760	-10,423 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$75.69 - $95.53 $22,025 - $27,799	-291 Reduced 2.72%	10,423 $879,000
Q4 2021 Feb 11, 2022	SELL	$73.23 - $85.82 $368,566 - $431,932	-5,033 Reduced 31.96%	10,714 $901,000
Q3 2021 Nov 15, 2021	SELL	$66.68 - $77.38 $427,285 - $495,851	-6,408 Reduced 28.92%	15,747 $1.15 Million
Q2 2021 Aug 10, 2021	BUY	$63.69 - $76.01 $137,251 - $163,801	2,155 Added 10.78%	22,155 $1.61 Million
Q1 2021 May 17, 2021	SELL	$51.54 - $67.65 $515,400 - $676,500	-10,000 Reduced 33.33%	20,000 $1.3 Million
Q4 2020 Feb 02, 2021	BUY	$36.75 - $53.04 $1.1 Million - $1.59 Million	30,000 New	30,000 $1.59 Million

2,083

1.45B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $148B
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 ...

Get notified when there are updates to the investment portfolio of Dcm Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Dcm Advisors, LLC with notifications on news.