Morse Asset Management, Inc Schwab Charles Corp Transaction History

Morse Asset Management, Inc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$59.99 - $83.83 $925,945 - $1.29 Million	-15,435 Reduced 50.71%	15,000 $948,000
Q1 2022 May 12, 2022	BUY	$75.69 - $95.53 $1.47 Million - $1.86 Million	19,435 Added 176.68%	30,435 $2.57 Million
Q4 2021 Feb 14, 2022	BUY	$73.23 - $85.82 $73,230 - $85,820	1,000 Added 10.0%	11,000 $925,000
Q3 2021 Nov 09, 2021	SELL	$66.68 - $77.38 $133,360 - $154,760	-2,000 Reduced 16.67%	10,000 $728,000
Q2 2021 Aug 13, 2021	BUY	$63.69 - $76.01 $127,380 - $152,020	2,000 Added 20.0%	12,000 $874,000
Q1 2021 May 13, 2021	BUY	$51.54 - $67.65 $515,400 - $676,500	10,000 New	10,000 $652,000
Q3 2020 Nov 09, 2020	SELL	$33.02 - $36.28 $198,120 - $217,680	-6,000 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$31.75 - $42.82 $190,500 - $256,920	6,000 New	6,000 $202,000

2,081

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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