Hoertkorn Richard Charles SCHWAB CHARLES CORP NEW Transaction History

Hoertkorn Richard Charles

$170 Million
Q1 2025

Number of Shares

91,430

Previous 97,365 6.1%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	N/A	-5,935 Reduced 6.1%	91,430 $0
Q4 2024 Feb 12, 2025	SELL	N/A	-2,725 Reduced 2.72%	97,365 $0
Q3 2024 Oct 22, 2024	SELL	N/A	-3,334 Reduced 3.22%	100,090 $0
Q2 2024 Jul 22, 2024	SELL	N/A	-4,881 Reduced 4.51%	103,424 $0
Q1 2024 May 02, 2024	SELL	N/A	-3,350 Reduced 3.0%	108,305 $0
Q4 2023 Feb 15, 2024	SELL	N/A	-200 Reduced 0.18%	111,655 $0
Q3 2023 Oct 23, 2023	BUY	N/A	3,175 Added 2.92%	111,855 $0
Q2 2023 Jul 07, 2023	BUY	N/A	8,200 Added 8.16%	108,680 $0
Q1 2023 Apr 19, 2023	BUY	N/A	200 Added 0.2%	100,480 $0
Q4 2022 Feb 10, 2023	SELL	N/A	-1,375 Reduced 1.35%	100,280 $0
Q3 2022 Nov 01, 2022	SELL	N/A	-1,700 Reduced 1.64%	101,655 $7.31 Million
Q2 2022 Jul 15, 2022	SELL	N/A	-3,550 Reduced 3.32%	103,355 $6.53 Million
Q1 2022 May 02, 2022	SELL	N/A	-5,300 Reduced 4.72%	106,905 $9.01 Million
Q4 2021 Jan 26, 2022	SELL	N/A	-310 Reduced 0.28%	112,205 $9.44 Million
Q2 2021 Jul 12, 2021	SELL	N/A	-650 Reduced 0.57%	112,515 $8.19 Million
Q1 2021 Apr 21, 2021	SELL	N/A	-4,700 Reduced 3.99%	113,165 $7.38 Million
Q3 2020 Oct 09, 2020	SELL	N/A	-200 Reduced 0.17%	117,865 $4.27 Million
Q2 2020 Jul 27, 2020	SELL	N/A	-1,200 Reduced 1.01%	118,065 $3.98 Million
Q1 2020 May 01, 2020	SELL	N/A	-100 Reduced 0.08%	119,265 $4.01 Million
Q4 2019 Jan 29, 2020	SELL	N/A	-4,000 Reduced 3.24%	119,365 $5.68 Million
Q3 2019 Oct 24, 2019	SELL	N/A	-1,200 Reduced 0.96%	123,365 $5.16 Million
Q2 2019 Jul 09, 2019	SELL	N/A	-4,100 Reduced 3.19%	124,565 $5.01 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-13,875 Reduced 9.73%	128,665 $5.5 Million
Q4 2018 Jan 24, 2019	SELL	N/A	-4,000 Reduced 2.73%	142,540 $5.92 Million
Q3 2018 Oct 18, 2018	BUY	N/A	100 Added 0.07%	146,540 $7.2 Million
Q2 2018 Aug 01, 2018	SELL	N/A	-1,850 Reduced 1.25%	146,440 $7.48 Million
Q1 2018 Apr 17, 2018	SELL	N/A	-5,250 Reduced 3.42%	148,290 $7.74 Million
Q4 2017 Jan 25, 2018	SELL	N/A	-5,800 Reduced 3.64%	153,540 $7.89 Million
Q3 2017 Oct 27, 2017	BUY	N/A	159,340	159,340 $6.97 Million

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