Ironwood Investment Management LLC Schwab Charles Corp Transaction History

Ironwood Investment Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 13, 2019	SELL	$36.12 - $44.28 $389,265 - $477,205	-10,777 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$39.15 - $46.26 $27,483 - $32,474	702 Added 6.97%	10,777 $433,000
Q1 2019 May 08, 2019	BUY	$40.72 - $47.98 $50,370 - $59,351	1,237 Added 14.0%	10,075 $431,000
Q4 2018 Feb 12, 2019	SELL	$38.25 - $52.17 $14,190 - $19,355	-371 Reduced 4.03%	8,838 $367,000
Q3 2018 Nov 13, 2018	BUY	$49.15 - $54.22 $14,990 - $16,537	305 Added 3.43%	9,209 $453,000
Q2 2018 Aug 08, 2018	SELL	$50.11 - $59.59 $250 - $297	-5 Reduced 0.06%	8,904 $455,000
Q1 2018 May 01, 2018	BUY	$48.9 - $57.76 $1,515 - $1,790	31 Added 0.35%	8,909 $465,000
Q4 2017 Feb 06, 2018	BUY	$43.27 - $52.28 $19,817 - $23,944	458 Added 5.44%	8,878 $456,000
Q3 2017 Nov 01, 2017	BUY	$38.11 - $44.04 $320,886 - $370,816	8,420	8,420 $368,000

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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