Emerald Advisers, LLC Schwab Charles Corp Transaction History

Emerald Advisers, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$61.89 - $72.38 $193,282 - $226,042	-3,123 Reduced 27.64%	8,176 $591,000
Q4 2023 Feb 05, 2024	BUY	$49.33 - $70.98 $66,990 - $96,390	1,358 Added 13.66%	11,299 $777,000
Q3 2023 Oct 26, 2023	SELL	$54.2 - $67.94 $250,783 - $314,358	-4,627 Reduced 31.76%	9,941 $545,000
Q2 2023 Jul 25, 2023	BUY	$47.37 - $57.14 $83,513 - $100,737	1,763 Added 13.77%	14,568 $825,000
Q1 2023 May 04, 2023	BUY	$51.91 - $85.6 $664,707 - $1.1 Million	12,805 New	12,805 $670,000

2,103

1.51B

17.4M

23.1M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $118B
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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