Knowledge Leaders Capital, LLC Schwab Charles Corp Transaction History

Knowledge Leaders Capital, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	SELL	$59.99 - $83.83 $1.29 Million - $1.81 Million	-21,586 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$75.69 - $95.53 $76,825 - $96,962	1,015 Added 4.93%	21,586 $1.82 Million
Q4 2021 Feb 02, 2022	BUY	$73.23 - $85.82 $629,118 - $737,279	8,591 Added 71.71%	20,571 $1.73 Million
Q3 2021 Nov 04, 2021	BUY	$66.68 - $77.38 $798,826 - $927,012	11,980 New	11,980 $873,000
Q3 2018 Nov 16, 2018	SELL	$49.15 - $54.22 $3.92 Million - $4.32 Million	-79,720 Closed	0 $0

Q2 2018 Jul 20, 2018	SELL	$50.11 - $59.59 $791,988 - $941,819	-15,805 Reduced 16.55%	79,720 $4.07 Million
Q1 2018 May 14, 2018	BUY	$48.9 - $57.76 $5,379 - $6,353	110 Added 0.12%	95,525 $4.99 Million
Q4 2017 Jan 16, 2018	BUY	$43.27 - $52.28 $4.13 Million - $4.99 Million	95,415	95,415 $4.9 Million

2,076

1.49B

18.1M

27.5M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $133B
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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