Regal Investment Advisors LLC Schwab Charles Corp Transaction History

Regal Investment Advisors LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Mar 01, 2023	BUY	$67.43 - $83.26 $9,103 - $11,240	135 Added 3.57%	3,918 $326,000
Q3 2022 Nov 15, 2022	BUY	$21.16 - $74.92 $80,048 - $283,422	3,783 New	3,783 $272,000
Q2 2022 Aug 09, 2022	SELL	$59.99 - $83.83 $156,633 - $218,880	-2,611 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$75.69 - $95.53 $197,626 - $249,428	2,611 New	2,611 $220,000
Q3 2020 Nov 13, 2020	SELL	$33.02 - $36.28 $985,580 - $1.08 Million	-29,848 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$31.75 - $42.82 $947,674 - $1.28 Million	29,848 New	29,848 $1.01 Million
Q1 2020 May 12, 2020	SELL	$28.43 - $49.0 $1.14 Million - $1.97 Million	-40,190 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$35.1 - $51.07 $23,832 - $34,676	-679 Reduced 1.66%	40,190 $1.91 Million
Q3 2019 Nov 15, 2019	SELL	$36.12 - $44.28 $35,650 - $43,704	-987 Reduced 2.36%	40,869 $1.71 Million
Q2 2019 Jul 26, 2019	BUY	$39.15 - $46.26 $21,610 - $25,535	552 Added 1.34%	41,856 $1.68 Million
Q1 2019 May 09, 2019	BUY	$40.72 - $47.98 $41,697 - $49,131	1,024 Added 2.54%	41,304 $1.77 Million
Q4 2018 Feb 04, 2019	BUY	$38.25 - $52.17 $1.54 Million - $2.1 Million	40,280 New	40,280 $1.67 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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