Kerrisdale Advisers, LLC Schwab Charles Corp Transaction History

Kerrisdale Advisers, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$67.43 - $83.26 $3.06 Million - $3.78 Million	-45,429 Reduced 21.79%	163,102 $13.6 Million
Q3 2022 Nov 14, 2022	BUY	$21.16 - $74.92 $2.05 Million - $7.26 Million	96,920 Added 86.84%	208,531 $15 Million
Q2 2022 Aug 15, 2022	BUY	$59.99 - $83.83 $4.74 Million - $6.63 Million	79,061 Added 242.89%	111,611 $7.05 Million
Q1 2022 May 16, 2022	BUY	$75.69 - $95.53 $2.46 Million - $3.11 Million	32,550 New	32,550 $2.74 Million

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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