Occidental Asset Management, LLC Schwab Charles Corp Transaction History

Occidental Asset Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	BUY	$49.33 - $70.98 $122,634 - $176,456	2,486 Added 8.52%	31,649 $2.18 Million
Q3 2023 Oct 18, 2023	BUY	$54.2 - $67.94 $13,604 - $17,052	251 Added 0.87%	29,163 $1.6 Million
Q2 2023 Jul 11, 2023	BUY	$47.37 - $57.14 $404,871 - $488,375	8,547 Added 41.97%	28,912 $1.64 Million
Q1 2023 May 10, 2023	BUY	$51.91 - $85.6 $923,478 - $1.52 Million	17,790 Added 690.87%	20,365 $1.07 Million
Q4 2022 Jan 23, 2023	BUY	$67.43 - $83.26 $173,632 - $214,394	2,575 New	2,575 $0

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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