Pfg Private Wealth Management, LLC Schwab Charles Corp Transaction History

Pfg Private Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 04, 2022	BUY	$21.16 - $74.92 $740 - $2,622	35 New	35 $3,000
Q2 2022 Jul 19, 2022	SELL	$59.99 - $83.83 $10,198 - $14,251	-170 Closed	0 $0
Q1 2022 Apr 25, 2022	SELL	$75.69 - $95.53 $343,329 - $433,324	-4,536 Reduced 96.39%	170 $14,000
Q4 2021 Jan 27, 2022	SELL	$73.23 - $85.82 $15,817 - $18,537	-216 Reduced 4.39%	4,706 $396,000
Q3 2021 Nov 04, 2021	BUY	$66.68 - $77.38 $7,401 - $8,589	111 Added 2.31%	4,922 $359,000
Q2 2021 Aug 02, 2021	BUY	$63.69 - $76.01 $38,086 - $45,453	598 Added 14.19%	4,811 $350,000
Q1 2021 May 07, 2021	BUY	$51.54 - $67.65 $217,138 - $285,009	4,213 New	4,213 $275,000

2,222

1.48B

16.9M

27.9M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $146B
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 ...

Get notified when there are updates to the investment portfolio of Pfg Private Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.