Fortis Advisors, LLC Schwab Charles Corp Transaction History

Fortis Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$73.23 - $85.82 $18,307 - $21,455	-250 Reduced 20.0%	1,000 $84,000
Q2 2021 Aug 16, 2021	SELL	$63.69 - $76.01 $79,612 - $95,012	-1,250 Reduced 50.0%	1,250 $91,000
Q1 2021 May 13, 2021	SELL	$51.54 - $67.65 $25,770 - $33,825	-500 Reduced 16.67%	2,500 $163,000
Q3 2020 Nov 13, 2020	SELL	$33.02 - $36.28 $33,020 - $36,280	-1,000 Reduced 25.0%	3,000 $109,000
Q2 2020 Aug 13, 2020	SELL	$31.75 - $42.82 $113,569 - $153,167	-3,577 Reduced 47.21%	4,000 $135,000
Q3 2017 Nov 14, 2017	BUY	$38.11 - $44.04 $288,759 - $333,691	7,577	7,577 $331,000

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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