Moisand Fitzgerald Tamayo, LLC Schwab Charles Corp Transaction History

Moisand Fitzgerald Tamayo, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	SELL	$49.33 - $70.98 $1,677 - $2,413	-34 Reduced 61.82%	21 $1,000
Q3 2023 Oct 20, 2023	BUY	$54.2 - $67.94 $1,138 - $1,426	21 Added 61.76%	55 $3,000
Q4 2022 Jan 23, 2023	BUY	$67.43 - $83.26 $1,281 - $1,581	19 Added 126.67%	34 $0
Q3 2022 Oct 26, 2022	SELL	$21.16 - $74.92 $148 - $524	-7 Reduced 31.82%	15 $1,000
Q2 2022 Aug 01, 2022	SELL	$59.99 - $83.83 $1,319 - $1,844	-22 Reduced 50.0%	22 $1,000
Q1 2022 Apr 29, 2022	BUY	$75.69 - $95.53 $3,330 - $4,203	44 New	44 $4,000
Q2 2020 Aug 07, 2020	SELL	$31.75 - $42.82 $1,841 - $2,483	-58 Closed	0 $0
Q3 2017 Nov 03, 2017	BUY	$38.11 - $44.04 $2,210 - $2,554	58	58 $3,000

2,083

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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