Osher Van De Voorde Investment Management Schwab Charles Corp Transaction History

Osher Van De Voorde Investment Management

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$54.2 - $67.94 $1.45 Million - $1.82 Million	-26,825 Reduced 13.35%	174,110 $9.56 Million
Q2 2023 Jul 24, 2023	SELL	$47.37 - $57.14 $167,926 - $202,561	-3,545 Reduced 1.73%	200,935 $11.4 Million
Q1 2023 Apr 11, 2023	SELL	$51.91 - $85.6 $535,192 - $882,535	-10,310 Reduced 4.8%	204,480 $10.7 Million
Q4 2022 Jan 12, 2023	SELL	$67.43 - $83.26 $492,239 - $607,798	-7,300 Reduced 3.29%	214,790 $0
Q3 2022 Oct 05, 2022	BUY	$21.16 - $74.92 $14,706 - $52,069	695 Added 0.31%	222,090 $16 Million
Q2 2022 Jul 19, 2022	BUY	$59.99 - $83.83 $77,987 - $108,979	1,300 Added 0.59%	221,395 $14 Million
Q1 2022 Apr 14, 2022	SELL	$75.69 - $95.53 $4.88 Million - $6.15 Million	-64,420 Reduced 22.64%	220,095 $18.6 Million
Q4 2021 Jan 10, 2022	BUY	$73.23 - $85.82 $125,955 - $147,610	1,720 Added 0.61%	284,515 $23.9 Million
Q3 2021 Oct 19, 2021	SELL	$66.68 - $77.38 $116,023 - $134,641	-1,740 Reduced 0.61%	282,795 $20.6 Million
Q2 2021 Jul 20, 2021	BUY	$63.69 - $76.01 $58,913 - $70,309	925 Added 0.33%	284,535 $20.7 Million
Q1 2021 Apr 13, 2021	SELL	$51.54 - $67.65 $2.08 Million - $2.73 Million	-40,390 Reduced 12.47%	283,610 $18.5 Million
Q4 2020 Jan 21, 2021	BUY	$36.75 - $53.04 $107,493 - $155,142	2,925 Added 0.91%	324,000 $17.2 Million
Q3 2020 Oct 13, 2020	BUY	$33.02 - $36.28 $10.6 Million - $11.6 Million	321,075 New	321,075 $11.6 Million

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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