Leelyn Smith, LLC Schwab Charles Corp Transaction History

Leelyn Smith, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$21.16 - $74.92 $34,744 - $123,018	-1,642 Reduced 97.39%	44 $3,000
Q2 2022 Aug 09, 2022	SELL	$59.99 - $83.83 $7,258 - $10,143	-121 Reduced 6.7%	1,686 $107,000
Q1 2022 May 11, 2022	BUY	$75.69 - $95.53 $9,158 - $11,559	121 Added 7.18%	1,807 $152,000
Q4 2021 Feb 14, 2022	SELL	$73.23 - $85.82 $11,716 - $13,731	-160 Reduced 8.67%	1,686 $142,000
Q3 2021 Nov 12, 2021	SELL	$66.68 - $77.38 $176,301 - $204,592	-2,644 Reduced 58.89%	1,846 $134,000
Q2 2021 Aug 31, 2021	SELL	$63.69 - $76.01 $321,634 - $383,850	-5,050 Reduced 52.94%	4,490 $327,000
Q1 2021 May 05, 2021	SELL	$51.54 - $67.65 $1.71 Million - $2.24 Million	-33,090 Reduced 77.62%	9,540 $622,000
Q4 2020 Jan 15, 2021	BUY	$36.75 - $53.04 $138,510 - $199,907	3,769 Added 9.7%	42,630 $2.26 Million
Q3 2020 Nov 05, 2020	BUY	$33.02 - $36.28 $172,265 - $189,272	5,217 Added 15.51%	38,861 $1.41 Million
Q2 2020 Aug 06, 2020	BUY	$31.75 - $42.82 $160,782 - $216,840	5,064 Added 17.72%	33,644 $1.14 Million
Q1 2020 May 06, 2020	BUY	$28.43 - $49.0 $210,723 - $363,188	7,412 Added 35.02%	28,580 $961,000
Q4 2019 Feb 06, 2020	BUY	$35.1 - $51.07 $742,996 - $1.08 Million	21,168 New	21,168 $1.01 Million

2,089

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $139B
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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