Parkside Advisors LLC Schwab Charles Corp Transaction History

Parkside Advisors LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 09, 2023	BUY	$67.43 - $83.26 $54,820 - $67,690	813 Added 20.95%	4,694 $0
Q3 2022 Oct 12, 2022	SELL	$21.16 - $74.92 $9,754 - $34,538	-461 Reduced 10.62%	3,881 $279,000
Q2 2022 Jul 12, 2022	BUY	$59.99 - $83.83 $69,348 - $96,907	1,156 Added 36.28%	4,342 $274,000
Q1 2022 Apr 13, 2022	SELL	$75.69 - $95.53 $48,744 - $61,521	-644 Reduced 16.81%	3,186 $269,000
Q3 2021 Oct 13, 2021	SELL	$66.68 - $77.38 $12,002 - $13,928	-180 Reduced 4.49%	3,830 $279,000
Q4 2020 Jan 11, 2021	BUY	$36.75 - $53.04 $147,367 - $212,690	4,010 New	4,010 $213,000
Q1 2020 Apr 07, 2020	SELL	$28.43 - $49.0 $128,930 - $222,215	-4,535 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$35.1 - $51.07 $159,178 - $231,602	4,535 New	4,535 $216,000
Q2 2019 Jul 10, 2019	SELL	$39.15 - $46.26 $197,707 - $233,613	-5,050 Closed	0 $0
Q1 2019 Apr 11, 2019	SELL	$40.72 - $47.98 $26,468 - $31,186	-650 Reduced 11.4%	5,050 $216,000
Q4 2018 Jan 11, 2019	BUY	$38.25 - $52.17 $218,025 - $297,369	5,700 New	5,700 $237,000

2,150

1.45B

17.2M

24.1M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $151B
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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