Minich Mac Gregor Wealth Management, LLC Schwab Charles Corp Transaction History

Minich Mac Gregor Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$49.33 - $70.98 $287,001 - $412,961	5,818 New	5,818 $400,000
Q4 2022 Jan 09, 2023	BUY	$67.43 - $83.26 $82,129 - $101,410	1,218 New	1,218 $0
Q4 2018 Jan 17, 2019	SELL	$38.25 - $52.17 $45,861 - $62,551	-1,199 Closed	0 $0
Q3 2018 Oct 17, 2018	SELL	$49.15 - $54.22 $589 - $650	-12 Reduced 0.99%	1,199 $59,000
Q2 2018 Jul 13, 2018	BUY	$50.11 - $59.59 $8,368 - $9,951	167 Added 16.0%	1,211 $62,000
Q1 2018 Jul 03, 2018	SELL	$48.9 - $57.76 $440 - $519	-9 Reduced 0.85%	1,044 $54,000
Q4 2017 Jul 03, 2018	BUY	$43.27 - $52.28 $4,067 - $4,914	94 Added 9.8%	1,053 $54,000
Q3 2017 Jul 03, 2018	BUY	$38.11 - $44.04 $2,362 - $2,730	62 Added 6.91%	959 $41,000
Q2 2017 Jul 02, 2018	SELL	N/A	-26 Reduced 2.82%	897 $38,000
Q1 2017 Jun 28, 2018	SELL	N/A	-8 Reduced 0.86%	923 $37,000
Q4 2016 Jun 28, 2018	SELL	N/A	-247 Reduced 20.97%	931 $36,000
Q2 2016 Jun 28, 2018	SELL	N/A	-6 Reduced 0.51%	1,178 $29,000
Q1 2016 Jun 28, 2018	SELL	N/A	-1,131 Reduced 48.86%	1,184 $33,000
Q4 2015 Jun 27, 2018	BUY	N/A	2,315	2,315 $73,000

2,122

1.45B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $152B
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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