Mill Capital Management, LLC Schwab Charles Corp Transaction History

Mill Capital Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$61.89 - $72.38 $10,830 - $12,666	175 Added 0.12%	151,231 $10.9 Million
Q4 2023 Jan 30, 2024	BUY	$49.33 - $70.98 $25,404 - $36,554	515 Added 0.34%	151,056 $10.4 Million
Q3 2023 Oct 19, 2023	SELL	$54.2 - $67.94 $47,912 - $60,058	-884 Reduced 0.58%	150,541 $8.26 Million
Q2 2023 Jul 20, 2023	BUY	$47.37 - $57.14 $70,581 - $85,138	1,490 Added 0.99%	151,425 $8.58 Million
Q1 2023 May 01, 2023	BUY	$51.91 - $85.6 $85,028 - $140,212	1,638 Added 1.1%	149,935 $7.85 Million
Q4 2022 Jan 20, 2023	BUY	$67.43 - $83.26 $2,966 - $3,663	44 Added 0.03%	148,297 $0
Q3 2022 Oct 18, 2022	BUY	$21.16 - $74.92 $327,535 - $1.16 Million	15,479 Added 11.66%	148,253 $10.7 Million
Q4 2021 Feb 14, 2022	BUY	$73.23 - $85.82 $9.72 Million - $11.4 Million	132,774 New	132,774 $11.2 Million

2,102

1.51B

17.4M

23.1M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $118B
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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