Emerald Mutual Fund Advisers Trust Schwab Charles Corp Transaction History

Emerald Mutual Fund Advisers Trust

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$61.89 - $72.38 $46,293 - $54,140	-748 Reduced 24.25%	2,337 $169,000
Q4 2023 Feb 05, 2024	BUY	$49.33 - $70.98 $51,253 - $73,748	1,039 Added 50.78%	3,085 $212,000
Q3 2023 Oct 26, 2023	SELL	$54.2 - $67.94 $54,362 - $68,143	-1,003 Reduced 32.9%	2,046 $112,000
Q2 2023 Aug 10, 2023	BUY	$47.37 - $57.14 $144,431 - $174,219	3,049 New	3,049 $172,000

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 $140B
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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