Money Concepts Capital Corp Schwab Charles Corp Transaction History

Money Concepts Capital Corp

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$61.89 - $72.38 $9,592 - $11,218	-155 Reduced 0.48%	32,193 $2.33 Million
Q4 2023 Feb 12, 2024	BUY	$49.33 - $70.98 $89,484 - $128,757	1,814 Added 5.94%	32,348 $2.23 Million
Q3 2023 Oct 31, 2023	BUY	$54.2 - $67.94 $286,609 - $359,266	5,288 Added 20.95%	30,534 $1.68 Million
Q2 2023 Jul 31, 2023	BUY	$47.37 - $57.14 $1.2 Million - $1.44 Million	25,246 New	25,246 $1.43 Million
Q3 2022 Oct 27, 2022	BUY	$21.16 - $74.92 $5,924 - $20,977	280 New	280 $20,000
Q2 2022 Jul 18, 2022	SELL	$59.99 - $83.83 $3,899 - $5,448	-65 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$75.69 - $95.53 $4,919 - $6,209	65 New	65 $5,000

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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