Joseph P. Lucia & Associates, LLC Schwab Charles Corp Transaction History

Joseph P. Lucia & Associates, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	SELL	$59.99 - $83.83 $19,496 - $27,244	-325 Reduced 83.33%	65 $4,000
Q1 2022 Apr 19, 2022	BUY	$75.69 - $95.53 $29,519 - $37,256	390 New	390 $33,000
Q4 2021 Feb 04, 2022	SELL	$73.23 - $85.82 $38,006 - $44,540	-519 Closed	0 $0
Q1 2021 Apr 23, 2021	BUY	$51.54 - $67.65 $1,185 - $1,555	23 Added 4.64%	519 $34,000
Q4 2020 Jan 29, 2021	BUY	$36.75 - $53.04 $18,228 - $26,307	496 New	496 $26,000
Q3 2020 Oct 20, 2020	SELL	$33.02 - $36.28 $16,344 - $17,958	-495 Closed	0 $0
Q2 2020 Jul 10, 2020	BUY	$31.75 - $42.82 $31 - $42	1 Added 0.2%	495 $17,000
Q4 2019 Jan 23, 2020	BUY	$35.1 - $51.07 $35 - $51	1 Added 0.2%	494 $24,000
Q3 2019 Oct 15, 2019	BUY	$36.12 - $44.28 $36 - $44	1 Added 0.2%	493 $21,000
Q2 2019 Jul 23, 2019	SELL	$39.15 - $46.26 $594,336 - $702,273	-15,181 Reduced 96.86%	492 $20,000
Q1 2019 May 02, 2019	BUY	$40.72 - $47.98 $638,204 - $751,990	15,673 New	15,673 $350,000

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 $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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