Patriot Investment Management Inc. Schwab Charles Corp Transaction History

Patriot Investment Management Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	SELL	$21.16 - $74.92 $8,231 - $29,143	-389 Reduced 4.08%	9,157 $658,000
Q2 2022 Jul 26, 2022	SELL	$59.99 - $83.83 $93,044 - $130,020	-1,551 Reduced 13.98%	9,546 $603,000
Q1 2022 May 02, 2022	SELL	$75.69 - $95.53 $34,287 - $43,275	-453 Reduced 3.92%	11,097 $935,000
Q4 2021 Feb 01, 2022	BUY	$73.23 - $85.82 $54,556 - $63,935	745 Added 6.89%	11,550 $971,000
Q3 2021 Oct 20, 2021	BUY	$66.68 - $77.38 $10,335 - $11,993	155 Added 1.46%	10,805 $787,000
Q1 2021 Apr 29, 2021	BUY	$51.54 - $67.65 $16,028 - $21,039	311 Added 3.01%	10,650 $694,000
Q4 2020 Feb 09, 2021	BUY	$36.75 - $53.04 $8,305 - $11,987	226 Added 2.23%	10,339 $548,000
Q3 2020 Oct 23, 2020	BUY	$33.02 - $36.28 $45,369 - $49,848	1,374 Added 15.72%	10,113 $366,000
Q2 2020 Aug 11, 2020	BUY	$31.75 - $42.82 $52,038 - $70,181	1,639 Added 23.08%	8,739 $294,000
Q1 2020 May 06, 2020	BUY	$28.43 - $49.0 $68,374 - $117,845	2,405 Added 51.22%	7,100 $238,000
Q4 2019 Feb 10, 2020	BUY	$35.1 - $51.07 $164,794 - $239,773	4,695 New	4,695 $223,000

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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