Evolution Wealth Advisors, LLC Schwab Charles Corp Transaction History

Evolution Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 28, 2022	SELL	$73.23 - $85.82 $9,959 - $11,671	-136 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$63.69 - $76.01 $636 - $760	10 Added 7.94%	136 $10,000
Q4 2020 Feb 02, 2021	BUY	$36.75 - $53.04 $1,543 - $2,227	42 Added 50.0%	126 $7,000
Q2 2020 Jul 27, 2020	BUY	$31.75 - $42.82 $2,667 - $3,596	84 New	84 $3,000
Q1 2020 Apr 22, 2020	SELL	$28.43 - $49.0 $2,530 - $4,361	-89 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$35.1 - $51.07 $3,123 - $4,545	89 New	89 $4,000
Q3 2019 Nov 12, 2019	SELL	$36.12 - $44.28 $6,357 - $7,793	-176 Closed	0 $0
Q2 2019 Jul 12, 2019	BUY	$39.15 - $46.26 $6,890 - $8,141	176 New	176 $7,000

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 $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 ...

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