Newbridge Financial Services Group, Inc. Schwab Charles Corp Transaction History

Newbridge Financial Services Group, Inc.

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 11, 2024	SELL	$70.03 - $78.9 $8,053 - $9,073	-115 Reduced 69.7%	50 $3,000
Q1 2024 Apr 24, 2024	SELL	$61.89 - $72.38 $14,110 - $16,502	-228 Reduced 58.02%	165 $11,000
Q4 2023 Mar 28, 2024	BUY	$49.33 - $70.98 $49 - $70	1 Added 0.26%	393 $27,000
Q3 2023 Oct 17, 2023	BUY	$54.2 - $67.94 $1,246 - $1,562	23 Added 6.23%	392 $21,000
Q2 2023 Jul 21, 2023	SELL	$47.37 - $57.14 $15,395 - $18,570	-325 Reduced 46.83%	369 $20,000
Q1 2023 Apr 18, 2023	BUY	$51.91 - $85.6 $15,521 - $25,594	299 Added 75.7%	694 $36,000
Q4 2022 Jan 17, 2023	SELL	$67.43 - $83.26 $3,101 - $3,829	-46 Reduced 10.43%	395 $0
Q3 2022 Oct 13, 2022	BUY	$21.16 - $74.92 $613 - $2,172	29 Added 7.04%	441 $32,000
Q2 2022 Jul 15, 2022	SELL	$59.99 - $83.83 $20,396 - $28,502	-340 Reduced 45.21%	412 $26,000
Q1 2022 Apr 26, 2022	SELL	$75.69 - $95.53 $17,408 - $21,971	-230 Reduced 23.42%	752 $63,000
Q4 2021 Jan 19, 2022	BUY	$73.23 - $85.82 $3,515 - $4,119	48 Added 5.14%	982 $83,000
Q3 2021 Oct 27, 2021	SELL	$66.68 - $77.38 $3,800 - $4,410	-57 Reduced 5.75%	934 $68,000
Q2 2021 Sep 07, 2021	BUY	$63.69 - $76.01 $2,229 - $2,660	35 Added 3.66%	991 $72,000
Q1 2021 Sep 07, 2021	SELL	$51.54 - $67.65 $13,555 - $17,791	-263 Reduced 21.58%	956 $62,000
Q4 2020 Sep 07, 2021	BUY	$36.75 - $53.04 $32,707 - $47,205	890 Added 270.52%	1,219 $65,000
Q3 2020 Sep 07, 2021	BUY	$33.02 - $36.28 $10,863 - $11,936	329 New	329 $12,000

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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