Moody Lynn & Lieberson, LLC Schwab Charles Corp Transaction History

Moody Lynn & Lieberson, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	SELL	$59.99 - $83.83 $3.23 Million - $4.52 Million	-53,879 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$75.69 - $95.53 $4.08 Million - $5.15 Million	53,879 New	53,879 $4.54 Million
Q3 2021 Oct 26, 2021	SELL	$66.68 - $77.38 $3.51 Million - $4.08 Million	-52,699 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$63.69 - $76.01 $56,047 - $66,888	880 Added 1.7%	52,699 $3.84 Million
Q1 2021 Apr 23, 2021	BUY	$51.54 - $67.65 $2.67 Million - $3.51 Million	51,819 New	51,819 $3.38 Million

Q2 2018 Jul 24, 2018	SELL	$50.11 - $59.59 $955,096 - $1.14 Million	-19,060 Closed	0 $0
Q1 2018 Apr 27, 2018	SELL	$48.9 - $57.76 $4.05 Million - $4.79 Million	-82,905 Reduced 81.31%	19,060 $995,000
Q4 2017 Feb 02, 2018	BUY	$43.27 - $52.28 $1.63 Million - $1.97 Million	37,765 Added 58.82%	101,965 $5.43 Million
Q3 2017 Nov 06, 2017	BUY	$38.11 - $44.04 $2.45 Million - $2.83 Million	64,200	64,200 $2.81 Million

2,075

1.49B

18.1M

27.5M

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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