Omega Financial Group, LLC Schwab Charles Corp Transaction History

Omega Financial Group, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$61.89 - $72.38 $928 - $1,085	-15 Reduced 0.16%	9,243 $668,000
Q4 2023 Jan 10, 2024	BUY	$49.33 - $70.98 $1,726 - $2,484	35 Added 0.38%	9,258 $636,000
Q3 2023 Oct 10, 2023	SELL	$54.2 - $67.94 $1,788 - $2,242	-33 Reduced 0.36%	9,223 $506,000
Q2 2023 Jul 11, 2023	BUY	$47.37 - $57.14 $3,836 - $4,628	81 Added 0.88%	9,256 $524,000
Q1 2023 Apr 07, 2023	BUY	$51.91 - $85.6 $1,661 - $2,739	32 Added 0.35%	9,175 $480,000
Q3 2022 Oct 14, 2022	BUY	$21.16 - $74.92 $677 - $2,397	32 Added 0.35%	9,143 $657,000
Q1 2022 Apr 25, 2022	BUY	$75.69 - $95.53 $689,611 - $870,373	9,111 New	9,111 $768,000

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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