Parisi Gray Wealth Management Schwab Charles Corp Transaction History

Parisi Gray Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$47.37 - $57.14 $295,209 - $356,096	6,232 New	6,232 $353,000
Q3 2021 Nov 16, 2021	SELL	$66.68 - $77.38 $18,603 - $21,589	-279 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$63.69 - $76.01 $17,769 - $21,206	279 New	279 $20,000
Q2 2019 Jul 19, 2019	SELL	$39.15 - $46.26 $6,929 - $8,188	-177 Closed	0 $0
Q1 2018 May 11, 2018	SELL	$48.9 - $57.76 $5,134 - $6,064	-105 Reduced 37.23%	177 $9,000
Q4 2017 Feb 13, 2018	BUY	$43.27 - $52.28 $12,202 - $14,742	282	282 $15,000

2,082

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $133B
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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