Marino, Stram & Associates LLC Schwab Charles Corp Transaction History

Marino, Stram & Associates LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 14, 2021	SELL	$66.68 - $77.38 $362,339 - $420,482	-5,434 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$63.69 - $76.01 $346,091 - $413,038	5,434 New	5,434 $395,000
Q2 2019 Jul 19, 2019	SELL	$39.15 - $46.26 $33,825 - $39,968	-864 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$40.72 - $47.98 $2,443 - $2,878	60 Added 7.46%	864 $36,000
Q4 2018 Feb 14, 2019	BUY	$38.25 - $52.17 $4,475 - $6,103	117 Added 17.03%	804 $33,000
Q3 2018 Nov 14, 2018	BUY	$49.15 - $54.22 $98 - $108	2 Added 0.29%	687 $34,000
Q2 2018 Aug 14, 2018	BUY	$50.11 - $59.59 $2,956 - $3,515	59 Added 9.42%	685 $35,000
Q1 2018 May 15, 2018	BUY	$48.9 - $57.76 $48 - $57	1 Added 0.16%	626 $33,000
Q4 2017 Mar 09, 2018	BUY	$43.27 - $52.28 $27,043 - $32,675	625	625 $32,000

2,083

1.45B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $148B
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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