One Wealth Advisors, LLC Schwab Charles Corp Transaction History

One Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$67.43 - $83.26 $166,484 - $205,568	2,469 New	2,469 $205,000
Q2 2019 Aug 14, 2019	SELL	$39.15 - $46.26 $99,910 - $118,055	-2,552 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$40.72 - $47.98 $103,917 - $122,444	2,552 New	2,552 $109,000
Q4 2018 Feb 15, 2019	SELL	$38.25 - $52.17 $144,508 - $197,098	-3,778 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	$49.15 - $54.22 $51,558 - $56,876	1,049 Added 38.44%	3,778 $186,000
Q1 2018 May 15, 2018	SELL	$48.9 - $57.76 $1,271 - $1,501	-26 Reduced 0.94%	2,729 $143,000
Q4 2017 Feb 14, 2018	BUY	$43.27 - $52.28 $119,208 - $144,031	2,755	2,755 $142,000

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 $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 ...

Get notified when there are updates to the investment portfolio of One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on One Wealth Advisors, LLC with notifications on news.