Iron Bridge Private Wealth, LLC Schwab Charles Corp Transaction History

Iron Bridge Private Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$75.69 - $95.53 $38,980 - $49,197	-515 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$73.23 - $85.82 $73 - $85	1 Added 0.19%	515 $43,000
Q3 2021 Jan 12, 2022	BUY	$66.68 - $77.38 $66 - $77	1 Added 0.19%	514 $37,000
Q2 2021 Sep 01, 2021	BUY	$63.69 - $76.01 $63 - $76	1 Added 0.2%	513 $37,000
Q1 2021 Jun 21, 2021	BUY	$51.54 - $67.65 $103 - $135	2 Added 0.39%	512 $33,000
Q4 2020 Mar 24, 2021	BUY	$36.75 - $53.04 $18,742 - $27,050	510 New	510 $27,000

2,082

1.45B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $148B
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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