Parkside Investments, LLC Schwab Charles Corp Transaction History

Parkside Investments, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$70.03 - $78.9 $420,180 - $473,400	-6,000 Reduced 50.0%	6,000 $442,000
Q1 2024 Apr 12, 2024	SELL	$61.89 - $72.38 $185,670 - $217,140	-3,000 Reduced 20.0%	12,000 $868,000
Q3 2023 Oct 10, 2023	SELL	$54.2 - $67.94 $401,784 - $503,639	-7,413 Reduced 33.07%	15,000 $823,000
Q2 2023 Jul 07, 2023	BUY	$47.37 - $57.14 $1.06 Million - $1.28 Million	22,413 New	22,413 $1.27 Million
Q2 2022 Jul 13, 2022	SELL	$59.99 - $83.83 $61,249 - $85,590	-1,021 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$75.69 - $95.53 $77,279 - $97,536	1,021 New	1,021 $86,000
Q2 2018 Aug 09, 2018	SELL	$50.11 - $59.59 $300,660 - $357,540	-6,000 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$48.9 - $57.76 $293,400 - $346,560	6,000 New	6,000 $313,000

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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