Resurgent Financial Advisors LLC Schwab Charles Corp Transaction History

Resurgent Financial Advisors LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$49.33 - $70.98 $58,012 - $83,472	-1,176 Reduced 56.7%	898 $61,000
Q3 2023 Nov 13, 2023	SELL	$54.2 - $67.94 $1,138 - $1,426	-21 Reduced 1.0%	2,074 $113,000
Q2 2023 Aug 14, 2023	SELL	$47.37 - $57.14 $7,105 - $8,571	-150 Reduced 6.68%	2,095 $118,000
Q1 2023 May 15, 2023	BUY	$51.91 - $85.6 $60,890 - $100,408	1,173 Added 109.42%	2,245 $117,000
Q4 2022 Feb 14, 2023	BUY	$67.43 - $83.26 $72,284 - $89,254	1,072 New	1,072 $89,000

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 $134B
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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