Goal Vest Advisory LLC Schwab Charles Corp Transaction History

Goal Vest Advisory LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 03, 2023	SELL	$51.91 - $85.6 $571 - $941	-11 Reduced 17.74%	51 $2,000
Q3 2022 Oct 11, 2022	SELL	$21.16 - $74.92 $88,808 - $314,439	-4,197 Reduced 98.54%	62 $4,000
Q2 2022 Jul 06, 2022	BUY	$59.99 - $83.83 $2,459 - $3,437	41 Added 0.97%	4,259 $270,000
Q1 2022 May 03, 2022	BUY	$75.69 - $95.53 $28,610 - $36,110	378 Added 9.84%	4,218 $356,000
Q2 2021 Sep 01, 2021	BUY	$63.69 - $76.01 $17,323 - $20,674	272 Added 7.62%	3,840 $280,000
Q1 2021 May 13, 2021	BUY	$51.54 - $67.65 $183,894 - $241,375	3,568 New	3,568 $233,000

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 $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 ...

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