Fundamentun, LLC Schwab Charles Corp Transaction History

Fundamentun, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 14, 2022	SELL	$73.23 - $85.82 $454,758 - $532,942	-6,210 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$66.68 - $77.38 $414,082 - $480,529	6,210 New	6,210 $452,000
Q1 2020 May 04, 2020	SELL	$28.43 - $49.0 $372,717 - $642,390	-13,110 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$35.1 - $51.07 $103,404 - $150,452	2,946 Added 28.98%	13,110 $624,000
Q3 2019 Nov 12, 2019	BUY	$36.12 - $44.28 $48,689 - $59,689	1,348 Added 15.29%	10,164 $425,000

Q2 2019 Aug 06, 2019	BUY	$39.15 - $46.26 $345,146 - $407,828	8,816 New	8,816 $354,000

2,075

1.49B

18.1M

27.5M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $133B
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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