Marquette Asset Management, LLC Schwab Charles Corp Transaction History

Marquette Asset Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	SELL	$59.99 - $83.83 $290,231 - $405,569	-4,838 Reduced 99.81%	9 $1,000
Q1 2022 Apr 26, 2022	BUY	$75.69 - $95.53 $605 - $764	8 Added 0.17%	4,847 $409,000
Q1 2020 Apr 08, 2020	SELL	$28.43 - $49.0 $37,527 - $64,680	-1,320 Reduced 21.43%	4,839 $163,000
Q3 2018 Nov 20, 2018	BUY	$49.15 - $54.22 $64,878 - $71,570	1,320 Added 27.28%	6,159 $303,000
Q3 2017 Oct 10, 2017	BUY	$38.11 - $44.04 $184,414 - $213,109	4,839	4,839 $212,000

2,081

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $134B
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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