Heritage Wealth Management, LLC Schwab Charles Corp Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$67.43 - $83.26 $19,082 - $23,562	283 Added 152.97%	468 $38,000
Q3 2022 Nov 14, 2022	BUY	$21.16 - $74.92 $275 - $973	13 Added 7.56%	185 $13,000
Q2 2022 Aug 15, 2022	SELL	$59.99 - $83.83 $30,774 - $43,004	-513 Reduced 74.89%	172 $10,000
Q1 2022 Aug 15, 2022	BUY	$75.69 - $95.53 $38,828 - $49,006	513 Added 298.26%	685 $58,000
Q1 2021 Jul 16, 2021	BUY	$51.54 - $67.65 $8,864 - $11,635	172 New	172 $11,000

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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