Papp L Roy & Associates Schwab Charles Corp Transaction History

Papp L Roy & Associates

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 06, 2021	SELL	$51.54 - $67.65 $294,602 - $386,687	-5,716 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$36.75 - $53.04 $210,063 - $303,176	5,716 New	5,716 $303,000
Q3 2020 Nov 13, 2020	SELL	$33.02 - $36.28 $297,345 - $326,701	-9,005 Closed	0 $0
Q2 2020 Aug 11, 2020	SELL	$31.75 - $42.82 $155,860 - $210,203	-4,909 Reduced 35.28%	9,005 $304,000
Q1 2020 May 05, 2020	SELL	$28.43 - $49.0 $136,549 - $235,347	-4,803 Reduced 25.66%	13,914 $468,000
Q4 2019 Feb 14, 2020	SELL	$35.1 - $51.07 $898,384 - $1.31 Million	-25,595 Reduced 57.76%	18,717 $890,000
Q3 2019 Nov 04, 2019	SELL	$36.12 - $44.28 $888,082 - $1.09 Million	-24,587 Reduced 35.69%	44,312 $1.85 Million
Q2 2019 Aug 14, 2019	SELL	$39.15 - $46.26 $1.05 Million - $1.24 Million	-26,821 Reduced 28.02%	68,899 $2.77 Million
Q1 2019 May 09, 2019	BUY	$40.72 - $47.98 $109,414 - $128,922	2,687 Added 2.89%	95,720 $4.09 Million
Q4 2018 Feb 13, 2019	BUY	$38.25 - $52.17 $435,246 - $593,642	11,379 Added 13.94%	93,033 $3.86 Million
Q3 2018 Nov 13, 2018	BUY	$49.15 - $54.22 $1.23 Million - $1.35 Million	24,961 Added 44.03%	81,654 $4.01 Million
Q2 2018 Aug 09, 2018	BUY	$50.11 - $59.59 $694,574 - $825,976	13,861 Added 32.36%	56,693 $2.9 Million
Q1 2018 May 15, 2018	BUY	$48.9 - $57.76 $284,598 - $336,163	5,820 Added 15.72%	42,832 $2.24 Million
Q4 2017 Feb 06, 2018	BUY	$43.27 - $52.28 $485,922 - $587,104	11,230 Added 43.56%	37,012 $1.9 Million
Q3 2017 Nov 06, 2017	BUY	$38.11 - $44.04 $982,552 - $1.14 Million	25,782	25,782 $1.13 Million

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 $135B
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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