Kaizen Financial Strategies Schwab Charles Corp Transaction History

Kaizen Financial Strategies

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$61.89 - $72.38 $5,074 - $5,935	-82 Reduced 1.7%	4,741 $342,000
Q4 2023 Jan 18, 2024	SELL	$49.33 - $70.98 $104,086 - $149,767	-2,110 Reduced 30.43%	4,823 $331,000
Q3 2023 Oct 31, 2023	BUY	$54.2 - $67.94 $11,544 - $14,471	213 Added 3.17%	6,933 $380,000
Q2 2023 Aug 07, 2023	BUY	$47.37 - $57.14 $68,828 - $83,024	1,453 Added 27.59%	6,720 $380,000
Q1 2023 May 10, 2023	BUY	$51.91 - $85.6 $119,756 - $197,479	2,307 Added 77.94%	5,267 $275,000
Q4 2022 Jan 18, 2023	SELL	$67.43 - $83.26 $41,132 - $50,788	-610 Reduced 17.09%	2,960 $0
Q3 2022 Oct 18, 2022	SELL	$21.16 - $74.92 $4,105 - $14,534	-194 Reduced 5.15%	3,570 $257,000
Q2 2022 Jul 18, 2022	BUY	$59.99 - $83.83 $3,539 - $4,945	59 Added 1.59%	3,764 $238,000
Q1 2022 May 06, 2022	SELL	$75.69 - $95.53 $722,461 - $911,833	-9,545 Reduced 72.04%	3,705 $312,000
Q4 2021 Jan 26, 2022	SELL	$73.23 - $85.82 $87,509 - $102,554	-1,195 Reduced 8.27%	13,250 $1.11 Million
Q3 2021 Nov 12, 2021	BUY	$66.68 - $77.38 $963,192 - $1.12 Million	14,445 New	14,445 $1.05 Million
Q1 2021 May 28, 2021	SELL	$51.54 - $67.65 $816,496 - $1.07 Million	-15,842 Closed	0 $0
Q4 2020 Feb 03, 2021	BUY	$36.75 - $53.04 $582,193 - $840,259	15,842 New	15,842 $840,000

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 $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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