Progressive Investment Management Corp Schwab Charles Corp Transaction History

Progressive Investment Management Corp

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	BUY	$67.43 - $83.26 $313,347 - $386,909	4,647 New	4,647 $386,000
Q2 2020 Aug 10, 2020	SELL	$31.75 - $42.82 $3.05 Million - $4.11 Million	-95,993 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$28.43 - $49.0 $24,108 - $41,552	-848 Reduced 0.88%	95,993 $3.23 Million
Q4 2019 Feb 10, 2020	BUY	$35.1 - $51.07 $421 - $612	12 Added 0.01%	96,841 $4.61 Million
Q3 2019 Nov 07, 2019	BUY	$36.12 - $44.28 $3,828 - $4,693	106 Added 0.11%	96,829 $4.05 Million
Q2 2019 Aug 12, 2019	SELL	$39.15 - $46.26 $3,484 - $4,117	-89 Reduced 0.09%	96,723 $3.89 Million
Q1 2019 May 07, 2019	SELL	$40.72 - $47.98 $28,381 - $33,442	-697 Reduced 0.71%	96,812 $4.14 Million
Q4 2018 Feb 06, 2019	BUY	$38.25 - $52.17 $111,001 - $151,397	2,902 Added 3.07%	97,509 $4.05 Million
Q3 2018 Nov 06, 2018	BUY	$49.15 - $54.22 $44,333 - $48,906	902 Added 0.96%	94,607 $4.65 Million
Q2 2018 Aug 06, 2018	SELL	$50.11 - $59.59 $75,716 - $90,040	-1,511 Reduced 1.59%	93,705 $4.79 Million
Q1 2018 May 02, 2018	BUY	$48.9 - $57.76 $1,564 - $1,848	32 Added 0.03%	95,216 $4.97 Million
Q4 2017 Jan 09, 2018	BUY	$43.27 - $52.28 $75,765 - $91,542	1,751 Added 1.87%	95,184 $4.89 Million
Q3 2017 Nov 02, 2017	BUY	$38.11 - $44.04 $3.56 Million - $4.11 Million	93,433	93,433 $4.09 Million

2,081

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $136B
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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