Financial Synergies Wealth Advisors, Inc. Schwab Charles Corp Transaction History

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$61.89 - $72.38 $185 - $217	3 Added 1.04%	292 $21.1 Million
Q4 2023 Apr 04, 2024	SELL	$49.33 - $70.98 $49 - $70	-1 Reduced 0.34%	289 $24.1 Million
Q3 2023 Apr 04, 2024	SELL	$54.2 - $67.94 $758 - $951	-14 Reduced 4.61%	290 $15.9 Million
Q2 2023 Apr 04, 2024	BUY	$47.37 - $57.14 $1,136 - $1,371	24 Added 8.57%	304 $17.2 Million
Q1 2023 Apr 04, 2024	SELL	$51.91 - $85.6 $467 - $770	-9 Reduced 3.11%	280 $14.7 Million
Q4 2022 Apr 04, 2024	BUY	$67.43 - $83.26 $1,820 - $2,248	27 Added 10.31%	289 $24.1 Million
Q3 2022 Apr 04, 2024	BUY	$21.16 - $74.92 $21 - $74	1 Added 0.38%	262 $18.8 Million
Q2 2022 Apr 04, 2024	BUY	$59.99 - $83.83 $15,657 - $21,879	261 New	261 $16.5 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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