Paragon Advisors, LLC Schwab Charles Corp Transaction History

Paragon Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	SELL	$54.2 - $67.94 $246,230 - $308,651	-4,543 Reduced 26.3%	12,734 $699,000
Q2 2023 Jul 14, 2023	SELL	$47.37 - $57.14 $1.86 Million - $2.25 Million	-39,300 Reduced 69.46%	17,277 $979,000
Q1 2023 May 05, 2023	BUY	$51.91 - $85.6 $2.94 Million - $4.84 Million	56,577 New	56,577 $2.96 Million
Q2 2022 Jul 22, 2022	SELL	$59.99 - $83.83 $484,599 - $677,178	-8,078 Reduced 22.42%	27,952 $1.77 Million
Q1 2022 Apr 29, 2022	BUY	$75.69 - $95.53 $2.73 Million - $3.44 Million	36,030 New	36,030 $3.04 Million

2,222

1.48B

16.9M

27.9M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $146B
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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