New Square Capital LLC Schwab Charles Corp Transaction History

New Square Capital LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 01, 2024	SELL	$49.33 - $70.98 $11,789 - $16,964	-239 Reduced 70.71%	99 $6,000
Q3 2023 Nov 03, 2023	BUY	$54.2 - $67.94 $12,682 - $15,897	234 Added 225.0%	338 $18,000
Q2 2023 Aug 03, 2023	SELL	$47.37 - $57.14 $15,537 - $18,741	-328 Reduced 75.93%	104 $5,000
Q1 2023 May 01, 2023	BUY	$51.91 - $85.6 $22,425 - $36,979	432 New	432 $22,000

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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