Princeton Global Asset Management LLC Schwab Charles Corp Transaction History

Princeton Global Asset Management LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$70.03 - $78.9 $980 - $1,104	-14 Reduced 8.0%	161 $11,000
Q1 2024 Apr 29, 2024	SELL	$61.89 - $72.38 $9,221 - $10,784	-149 Reduced 45.99%	175 $12,000
Q4 2023 Jan 22, 2024	BUY	$49.33 - $70.98 $49 - $70	1 Added 0.31%	324 $22,000
Q3 2023 Oct 27, 2023	BUY	$54.2 - $67.94 $54 - $67	1 Added 0.31%	323 $17,000
Q2 2023 Aug 04, 2023	BUY	$47.37 - $57.14 $47 - $57	1 Added 0.31%	322 $18,000
Q1 2022 May 06, 2022	BUY	$75.69 - $95.53 $12,413 - $15,666	164 Added 104.46%	321 $27,000
Q3 2021 Nov 08, 2021	BUY	$66.68 - $77.38 $9,735 - $11,297	146 Added 1327.27%	157 $11,000
Q3 2021 Nov 03, 2021	SELL	$66.68 - $77.38 $9,735 - $11,297	-146 Reduced 92.99%	11 $11,000
Q3 2020 Oct 27, 2020	SELL	$33.02 - $36.28 $21,859 - $24,017	-662 Reduced 80.83%	157 $6,000
Q1 2020 Apr 28, 2020	BUY	$28.43 - $49.0 $4,463 - $7,693	157 Added 23.72%	819 $28,000
Q4 2019 Feb 10, 2020	BUY	$35.1 - $51.07 $23,236 - $33,808	662 New	662 $31,000

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 $140B
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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