Personal Wealth Partners Schwab Charles Corp Transaction History

Personal Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 20, 2021	SELL	$66.68 - $77.38 $13,602 - $15,785	-204 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$63.69 - $76.01 $12,992 - $15,506	204 New	204 $15,000
Q1 2020 May 07, 2020	SELL	$28.43 - $49.0 $6,197 - $10,682	-218 Closed	0 $0
Q3 2019 Oct 22, 2019	BUY	$36.12 - $44.28 $505 - $619	14 Added 6.86%	218 $9,000
Q2 2019 Jul 30, 2019	BUY	$39.15 - $46.26 $7,986 - $9,437	204 New	204 $8,000

2,076

1.49B

18.1M

27.5M

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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