In Track Investment Management Inc Schwab Charles Corp Transaction History

In Track Investment Management Inc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 04, 2024	SELL	$49.33 - $70.98 $472,038 - $679,207	-9,569 Reduced 54.1%	8,118 $558,000
Q3 2023 Oct 20, 2023	SELL	$54.2 - $67.94 $354,739 - $444,667	-6,545 Reduced 27.01%	17,687 $971,000
Q2 2023 Jul 06, 2023	BUY	$47.37 - $57.14 $398,855 - $481,118	8,420 Added 53.25%	24,232 $1.37 Million
Q1 2023 Apr 05, 2023	BUY	$51.91 - $85.6 $820,800 - $1.35 Million	15,812 New	15,812 $828,000
Q3 2021 Nov 02, 2021	SELL	$66.68 - $77.38 $876,175 - $1.02 Million	-13,140 Closed	0 $0
Q2 2021 Jul 07, 2021	SELL	$63.69 - $76.01 $169,415 - $202,186	-2,660 Reduced 16.84%	13,140 $930,000
Q1 2021 Apr 20, 2021	SELL	$51.54 - $67.65 $2,577 - $3,382	-50 Reduced 0.32%	15,800 $1.03 Million
Q4 2020 Feb 22, 2021	BUY	$36.75 - $53.04 $582,487 - $840,684	15,850 New	15,850 $841,000

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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