Investment House LLC Schwab Charles Corp Transaction History

Investment House LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$70.03 - $78.9 $2.21 Million - $2.49 Million	-31,540 Reduced 84.94%	5,590 $411,000
Q1 2024 May 02, 2024	SELL	$61.89 - $72.38 $463,865 - $542,488	-7,495 Reduced 16.8%	37,130 $2.69 Million
Q4 2023 Feb 05, 2024	BUY	$49.33 - $70.98 $2.2 Million - $3.17 Million	44,625 New	44,625 $3.07 Million
Q2 2023 Aug 08, 2023	BUY	$47.37 - $57.14 $1.09 Million - $1.32 Million	23,100 New	23,100 $1.31 Million
Q2 2022 Aug 09, 2022	SELL	$59.99 - $83.83 $283,692 - $396,432	-4,729 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$73.23 - $85.82 $7,323 - $8,582	100 Added 2.16%	4,729 $398,000
Q3 2021 Nov 12, 2021	BUY	$66.68 - $77.38 $20,004 - $23,214	300 Added 6.93%	4,629 $337,000
Q1 2021 May 06, 2021	SELL	$51.54 - $67.65 $11,699 - $15,356	-227 Reduced 4.98%	4,329 $282,000
Q4 2020 Jan 13, 2021	BUY	$36.75 - $53.04 $167,433 - $241,650	4,556 New	4,556 $242,000
Q3 2020 Nov 06, 2020	SELL	$33.02 - $36.28 $213,474 - $234,550	-6,465 Closed	0 $0
Q2 2020 Jul 13, 2020	SELL	$31.75 - $42.82 $75,469 - $101,783	-2,377 Reduced 26.88%	6,465 $218,000
Q1 2020 Apr 08, 2020	SELL	$28.43 - $49.0 $8,415 - $14,504	-296 Reduced 3.24%	8,842 $297,000
Q4 2019 Feb 05, 2020	SELL	$35.1 - $51.07 $80,484 - $117,103	-2,293 Reduced 20.06%	9,138 $435,000
Q3 2019 Nov 12, 2019	BUY	$36.12 - $44.28 $8,163 - $10,007	226 Added 2.02%	11,431 $478,000
Q2 2019 Aug 05, 2019	BUY	$39.15 - $46.26 $438,675 - $518,343	11,205 New	11,205 $450,000

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 $140B
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 ...

Get notified when there are updates to the investment portfolio of Investment House LLC, based on Form 13F filings with the SEC.

Stay updated on Investment House LLC with notifications on news.