Liberty Capital Management, Inc. Schwab Charles Corp Transaction History

Liberty Capital Management, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 22, 2020	SELL	$31.75 - $42.82 $335,121 - $451,965	-10,555 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$28.43 - $49.0 $483,423 - $833,196	-17,004 Reduced 61.7%	10,555 $355,000
Q4 2019 Jan 21, 2020	SELL	$35.1 - $51.07 $81,747 - $118,942	-2,329 Reduced 7.79%	27,559 $1.31 Million
Q3 2019 Oct 15, 2019	SELL	$36.12 - $44.28 $66,822 - $81,918	-1,850 Reduced 5.83%	29,888 $1.25 Million
Q2 2019 Jul 15, 2019	SELL	$39.15 - $46.26 $10,100 - $11,935	-258 Reduced 0.81%	31,738 $1.28 Million

Q1 2019 Apr 22, 2019	BUY	$40.72 - $47.98 $367,660 - $433,211	9,029 Added 39.31%	31,996 $1.37 Million
Q4 2018 Jan 24, 2019	SELL	$38.25 - $52.17 $497,976 - $679,201	-13,019 Reduced 36.18%	22,967 $954,000
Q3 2018 Oct 26, 2018	BUY	$49.15 - $54.22 $918,515 - $1.01 Million	18,688 Added 108.04%	35,986 $1.77 Million
Q2 2018 Jul 17, 2018	BUY	$50.11 - $59.59 $134,495 - $159,939	2,684 Added 18.37%	17,298 $884,000
Q1 2018 Apr 25, 2018	BUY	$48.9 - $57.76 $136,137 - $160,803	2,784 Added 23.53%	14,614 $763,000
Q4 2017 Jan 16, 2018	BUY	$43.27 - $52.28 $400,550 - $483,955	9,257 Added 359.77%	11,830 $655,000
Q3 2017 Oct 25, 2017	BUY	$38.11 - $44.04 $98,057 - $113,314	2,573	2,573 $115,000

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 $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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