Edge Wealth Management LLC Schwab Charles Corp Transaction History

Edge Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 09, 2021	SELL	$51.54 - $67.65 $1,803 - $2,367	-35 Closed	0 $0
Q3 2020 Oct 21, 2020	SELL	$33.02 - $36.28 $38,468 - $42,266	-1,165 Reduced 97.08%	35 $1,000
Q2 2020 Aug 03, 2020	BUY	$31.75 - $42.82 $31,750 - $42,820	1,000 Added 500.0%	1,200 $40,000
Q2 2019 Jul 15, 2019	SELL	$39.15 - $46.26 $1,370 - $1,619	-35 Reduced 14.89%	200 $8,000
Q3 2017 Oct 19, 2017	BUY	$38.11 - $44.04 $8,955 - $10,349	235	235 $10,000

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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