Massachusetts Wealth Management Schwab Charles Corp Transaction History

Massachusetts Wealth Management

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$70.03 - $78.9 $21,009 - $23,670	300 Added 5.15%	6,125 $451 Million
Q1 2024 Apr 19, 2024	BUY	$61.89 - $72.38 $17,019 - $19,904	275 Added 4.95%	5,825 $421 Million
Q4 2023 Jan 24, 2024	BUY	$49.33 - $70.98 $44,397 - $63,882	900 Added 19.35%	5,550 $382 Million
Q3 2023 Oct 24, 2023	BUY	$54.2 - $67.94 $252,030 - $315,921	4,650 New	4,650 $255 Million

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 $136B
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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