Focused Wealth Management, Inc Schwab Charles Corp Transaction History

Focused Wealth Management, Inc

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$49.33 - $70.98 $838 - $1,206	-17 Reduced 23.29%	56 $3,000
Q3 2023 Nov 01, 2023	BUY	$54.2 - $67.94 $1,084 - $1,358	20 Added 37.74%	73 $4,000
Q2 2023 Aug 08, 2023	BUY	$47.37 - $57.14 $1,705 - $2,057	36 Added 211.76%	53 $3,000
Q1 2023 Apr 13, 2023	BUY	$51.91 - $85.6 $882 - $1,455	17 New	17 $0
Q1 2022 Apr 29, 2022	SELL	$75.69 - $95.53 $143,811 - $181,507	-1,900 Closed	0 $0
Q3 2021 Oct 12, 2021	BUY	$66.68 - $77.38 $126,692 - $147,022	1,900 New	1,900 $138,000
Q4 2017 Feb 13, 2018	SELL	$43.27 - $52.28 $129 - $156	-3 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$38.11 - $44.04 $76 - $88	2 Added 200.0%	3 $0
Q2 2017 Aug 14, 2017	BUY	N/A	1	1 $0

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 $134B
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 Focused Wealth Management, Inc, based on Form 13F filings with the SEC.

Stay updated on Focused Wealth Management, Inc with notifications on news.