Family Management Corp Schwab Charles Corp Transaction History

Family Management Corp

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$54.2 - $67.94 $12,953 - $16,237	239 New	239 $13,000
Q2 2022 Aug 15, 2022	BUY	$59.99 - $83.83 $664,029 - $927,914	11,069 New	11,069 $699,000
Q4 2021 Feb 14, 2022	SELL	$73.23 - $85.82 $211,561 - $247,933	-2,889 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$66.68 - $77.38 $12,202 - $14,160	-183 Reduced 5.96%	2,889 $210,000
Q1 2021 May 14, 2021	BUY	$51.54 - $67.65 $158,330 - $207,820	3,072 New	3,072 $200,000
Q4 2020 Feb 10, 2021	SELL	$36.75 - $53.04 $2.66 Million - $3.84 Million	-72,436 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$33.02 - $36.28 $35,001 - $38,456	1,060 Added 1.49%	72,436 $2.62 Million
Q2 2020 Aug 13, 2020	BUY	$31.75 - $42.82 $2.27 Million - $3.06 Million	71,376 New	71,376 $2.41 Million

2,081

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $136B
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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