Lee Capital Holdings LLC Schwab Charles Corp Transaction History

Lee Capital Holdings LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$75.69 - $95.53 $1.1 Million - $1.39 Million	-14,510 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$73.23 - $85.82 $206,508 - $242,012	2,820 Added 24.12%	14,510 $1.22 Million
Q3 2021 Nov 12, 2021	SELL	$66.68 - $77.38 $571,781 - $663,533	-8,575 Reduced 42.31%	11,690 $851,000
Q2 2021 Aug 16, 2021	BUY	$63.69 - $76.01 $224,507 - $267,935	3,525 Added 21.06%	20,265 $1.48 Million
Q1 2021 May 14, 2021	BUY	$51.54 - $67.65 $15,204 - $19,956	295 Added 1.79%	16,740 $1.09 Million

Q4 2020 Feb 16, 2021	BUY	$36.75 - $53.04 $604,353 - $872,242	16,445 New	16,445 $872,000
Q4 2018 Feb 08, 2019	SELL	$38.25 - $52.17 $2.57 Million - $3.51 Million	-67,288 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$49.15 - $54.22 $977,593 - $1.08 Million	19,890 Added 41.96%	67,288 $3.31 Million
Q2 2018 Aug 13, 2018	BUY	$50.11 - $59.59 $2.38 Million - $2.82 Million	47,398 New	47,398 $2.42 Million

2,075

1.49B

18.1M

27.5M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $135B
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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