Engrave Wealth Partners LLC Schwab Charles Corp Transaction History

Engrave Wealth Partners LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 08, 2020	SELL	$33.02 - $36.28 $5,943 - $6,530	-180 Closed	0 $0
Q2 2020 Jul 14, 2020	SELL	$31.75 - $42.82 $2,540 - $3,425	-80 Reduced 30.77%	180 $6,000
Q1 2020 Apr 20, 2020	SELL	$28.43 - $49.0 $8,074 - $13,916	-284 Reduced 52.21%	260 $8,000
Q4 2019 Mar 12, 2020	BUY	$35.1 - $51.07 $19,094 - $27,782	544 New	544 $25,000

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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