Lumature Wealth Partners, LLC Schwab Charles Corp Transaction History

Lumature Wealth Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$59.99 - $83.83 $8,518 - $11,903	-142 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$75.69 - $95.53 $14,002 - $17,673	-185 Reduced 56.57%	142 $12,000
Q4 2021 Feb 10, 2022	SELL	$73.23 - $85.82 $14,060 - $16,477	-192 Reduced 36.99%	327 $28,000
Q3 2021 Oct 29, 2021	SELL	$66.68 - $77.38 $13,402 - $15,553	-201 Reduced 27.92%	519 $38,000
Q2 2021 Aug 10, 2021	SELL	$63.69 - $76.01 $6,177 - $7,372	-97 Reduced 11.87%	720 $52,000
Q1 2021 May 11, 2021	SELL	$51.54 - $67.65 $364,954 - $479,029	-7,081 Reduced 89.66%	817 $53,000
Q4 2020 Feb 08, 2021	BUY	$36.75 - $53.04 $290,251 - $418,909	7,898 New	7,898 $419,000

2,222

1.48B

16.9M

27.9M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $146B
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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