Peak Asset Management, LLC Schwab Charles Corp Transaction History

Peak Asset Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 13, 2020	SELL	$28.43 - $49.0 $129,896 - $223,881	-4,569 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$35.1 - $51.07 $160,371 - $233,338	4,569 New	4,569 $217,000
Q4 2018 Feb 15, 2019	SELL	$38.25 - $52.17 $160,994 - $219,583	-4,209 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$50.11 - $59.59 $5,662 - $6,733	-113 Reduced 2.61%	4,209 $215,000
Q1 2018 May 14, 2018	BUY	$48.9 - $57.76 $10,073 - $11,898	206 Added 5.0%	4,322 $226,000
Q4 2017 Feb 13, 2018	BUY	$43.27 - $52.28 $178,099 - $215,184	4,116	4,116 $211,000

2,082

1.45B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $148B
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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