Delos Wealth Advisors, LLC Schwab Charles Corp Transaction History

Delos Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$70.03 - $78.9 $18,207 - $20,514	-260 Reduced 94.89%	14 $1,000
Q1 2024 May 09, 2024	BUY	$61.89 - $72.38 $866 - $1,013	14 Added 5.38%	274 $19,000
Q1 2023 May 15, 2023	BUY	$51.91 - $85.6 $13,496 - $22,256	260 New	260 $13,000
Q1 2022 May 16, 2022	SELL	$75.69 - $95.53 $8,174 - $10,317	-108 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$73.23 - $85.82 $7,908 - $9,268	108 New	108 $9,000

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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