Narus Financial Partners, LLC Schwab Charles Corp Transaction History

Narus Financial Partners, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$61.89 - $72.38 $2,846 - $3,329	-46 Reduced 1.2%	3,774 $273 Million
Q4 2023 Jan 25, 2024	SELL	$49.33 - $70.98 $48,738 - $70,128	-988 Reduced 20.55%	3,820 $263 Million
Q3 2023 Oct 30, 2023	SELL	$54.2 - $67.94 $17,886 - $22,420	-330 Reduced 6.42%	4,808 $264 Million
Q2 2023 Aug 30, 2023	BUY	$47.37 - $57.14 $12,553 - $15,142	265 Added 5.44%	5,138 $291 Million
Q1 2023 Jun 27, 2023	BUY	$51.91 - $85.6 $252,957 - $417,128	4,873 New	4,873 $255 Million
Q3 2022 Oct 12, 2023	SELL	$21.16 - $74.92 $36,712 - $129,986	-1,735 Reduced 33.77%	3,403 $245 Million
Q2 2022 Oct 12, 2023	SELL	$59.99 - $83.83 $104,082 - $145,445	-1,735 Reduced 33.77%	3,403 $215 Million
Q1 2022 Sep 12, 2023	SELL	$75.69 - $95.53 $131,322 - $165,744	-1,735 Reduced 33.77%	3,403 $287 Million
Q1 2021 Mar 07, 2024	SELL	$51.54 - $67.65 $21,492 - $28,210	-417 Reduced 10.92%	3,403 $222 Million
Q4 2019 May 14, 2024	BUY	$35.1 - $51.07 $14,040 - $20,428	400 Added 7.84%	5,500 $262 Million
Q3 2019 May 14, 2024	BUY	$36.12 - $44.28 $47,895 - $58,715	1,326 Added 35.14%	5,100 $213 Million
Q2 2019 May 13, 2024	BUY	$39.15 - $46.26 $47,997 - $56,714	1,226 Added 32.49%	5,000 $201 Million

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 $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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