Highland Private Wealth Management Schwab Charles Corp Transaction History

Highland Private Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 17, 2022	BUY	$21.16 - $74.92 $8,273 - $29,293	391 Added 8.18%	5,171 $371,000
Q2 2022 Jul 14, 2022	BUY	$59.99 - $83.83 $14,457 - $20,203	241 Added 5.31%	4,780 $302,000
Q1 2022 Apr 28, 2022	BUY	$75.69 - $95.53 $15,138 - $19,106	200 Added 4.61%	4,539 $383,000
Q4 2021 Jan 24, 2022	BUY	$73.23 - $85.82 $17,501 - $20,510	239 Added 5.83%	4,339 $365,000
Q3 2021 Oct 21, 2021	BUY	$66.68 - $77.38 $8,935 - $10,368	134 Added 3.38%	4,100 $298,000
Q2 2021 Aug 03, 2021	BUY	$63.69 - $76.01 $6,942 - $8,285	109 Added 2.83%	3,966 $288,000
Q1 2021 Apr 12, 2021	BUY	$51.54 - $67.65 $198,789 - $260,926	3,857 New	3,857 $252,000

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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