Epg Wealth Management LLC Schwab Charles Corp Transaction History

Epg Wealth Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$70.03 - $78.9 $1.78 Million - $2 Million	-25,364 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$61.89 - $72.38 $32,059 - $37,492	518 Added 2.08%	25,364 $1.83 Million
Q4 2023 Feb 14, 2024	BUY	$49.33 - $70.98 $98,561 - $141,818	1,998 Added 8.74%	24,846 $1.71 Million
Q3 2023 Nov 13, 2023	BUY	$54.2 - $67.94 $151,543 - $189,960	2,796 Added 13.94%	22,848 $1.25 Million
Q2 2023 Aug 15, 2023	BUY	$47.37 - $57.14 $949,863 - $1.15 Million	20,052 New	20,052 $1.14 Million
Q2 2020 Aug 06, 2020	SELL	$31.75 - $42.82 $8,382 - $11,304	-264 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$28.43 - $49.0 $3,582 - $6,174	126 Added 91.3%	264 $9,000
Q4 2019 Feb 14, 2020	BUY	$35.1 - $51.07 $4,843 - $7,047	138 New	138 $7,000

2,102

1.51B

17.4M

23.1M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $117B
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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