Gsb Wealth Management, LLC Schwab Charles Corp Transaction History

Gsb Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$49.33 - $70.98 $185,678 - $267,168	3,764 New	3,764 $258,000
Q2 2023 Aug 08, 2023	BUY	$47.37 - $57.14 $185,927 - $224,274	3,925 New	3,925 $222,000
Q3 2022 Oct 18, 2022	BUY	$21.16 - $74.92 $13,225 - $46,825	625 Added 11.83%	5,910 $425,000
Q2 2022 Jul 20, 2022	SELL	$59.99 - $83.83 $92,984 - $129,936	-1,550 Reduced 22.68%	5,285 $334,000
Q1 2022 May 02, 2022	SELL	$75.69 - $95.53 $66,228 - $83,588	-875 Reduced 11.35%	6,835 $576,000
Q4 2021 Feb 11, 2022	BUY	$73.23 - $85.82 $30,024 - $35,186	410 Added 5.62%	7,710 $648,000
Q3 2021 Oct 22, 2021	BUY	$66.68 - $77.38 $26,005 - $30,178	390 Added 5.64%	7,300 $532,000
Q2 2021 Jul 29, 2021	BUY	$63.69 - $76.01 $431,308 - $514,739	6,772 Added 4907.25%	6,910 $503,000
Q3 2019 Nov 12, 2019	BUY	$36.12 - $44.28 $4,984 - $6,110	138 New	138 $6,000

2,074

1.51B

17.2M

22.9M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $129B
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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