Financial Advisory Service, Inc. Schwab Charles Corp Transaction History

Financial Advisory Service, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$61.89 - $72.38 $173,910 - $203,387	-2,810 Reduced 32.0%	5,972 $432,000
Q4 2023 Jan 23, 2024	SELL	$49.33 - $70.98 $9,471 - $13,628	-192 Reduced 2.14%	8,782 $604,000
Q3 2023 Oct 23, 2023	SELL	$54.2 - $67.94 $15,826 - $19,838	-292 Reduced 3.15%	8,974 $492,000
Q2 2023 Aug 08, 2023	BUY	$47.37 - $57.14 $24,063 - $29,027	508 Added 5.8%	9,266 $525,000
Q1 2023 May 11, 2023	BUY	$51.91 - $85.6 $454,627 - $749,684	8,758 New	8,758 $458,000

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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