Jackson Square Partners, LLC Schwab Charles Corp Transaction History

Jackson Square Partners, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 07, 2020	SELL	$31.75 - $42.82 $253 Million - $342 Million	-7,980,297 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$28.43 - $49.0 $42.7 Million - $73.6 Million	-1,503,035 Reduced 15.85%	7,980,297 $268 Million
Q4 2019 Feb 13, 2020	BUY	$35.1 - $51.07 $49.1 Million - $71.5 Million	1,400,123 Added 17.32%	9,483,332 $451 Million
Q3 2019 Nov 12, 2019	SELL	$36.12 - $44.28 $16.8 Million - $20.6 Million	-465,559 Reduced 5.45%	8,083,209 $338 Million
Q2 2019 Aug 14, 2019	SELL	$39.15 - $46.26 $11.1 Million - $13.1 Million	-282,456 Reduced 3.2%	8,548,768 $344 Million
Q1 2019 May 14, 2019	SELL	$40.72 - $47.98 $27.7 Million - $32.7 Million	-680,715 Reduced 7.16%	8,831,224 $378 Million
Q4 2018 Feb 13, 2019	BUY	$38.25 - $52.17 $70.1 Million - $95.6 Million	1,831,667 Added 23.85%	9,511,939 $395 Million
Q3 2018 Nov 09, 2018	SELL	$49.15 - $54.22 $32.2 Million - $35.5 Million	-655,095 Reduced 7.86%	7,680,272 $377 Million
Q2 2018 Aug 13, 2018	SELL	$50.11 - $59.59 $69.2 Million - $82.3 Million	-1,380,587 Reduced 14.21%	8,335,367 $426 Million
Q1 2018 May 14, 2018	SELL	$48.9 - $57.76 $18 Million - $21.3 Million	-368,330 Reduced 3.65%	9,715,954 $507 Million
Q4 2017 Feb 13, 2018	SELL	$43.27 - $52.28 $31.3 Million - $37.8 Million	-723,668 Reduced 6.7%	10,084,284 $518 Million
Q3 2017 Nov 14, 2017	BUY	$38.11 - $44.04 $412 Million - $476 Million	10,807,952	10,807,952 $473 Million

2,229

1.48B

16.9M

27.9M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $137B
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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