Evanson Asset Management, LLC Schwab Charles Corp Transaction History

Evanson Asset Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 11, 2022	SELL	$75.69 - $95.53 $292,012 - $368,554	-3,858 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$73.23 - $85.82 $17,282 - $20,253	-236 Reduced 5.76%	3,858 $324,000
Q3 2021 Oct 13, 2021	BUY	$66.68 - $77.38 $51,810 - $60,124	777 Added 23.42%	4,094 $300,000
Q2 2021 Jul 14, 2021	BUY	$63.69 - $76.01 $2,611 - $3,116	41 Added 1.25%	3,317 $241,000
Q1 2021 Apr 23, 2021	BUY	$51.54 - $67.65 $168,845 - $221,621	3,276 New	3,276 $214,000

2,114

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $150B
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 ...

Get notified when there are updates to the investment portfolio of Evanson Asset Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Evanson Asset Management, LLC with notifications on news.