Richard Bernstein Advisors LLC Schwab Charles Corp Transaction History

Richard Bernstein Advisors LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$21.16 - $74.92 $177,595 - $628,803	-8,393 Reduced 30.88%	18,785 $1.35 Million
Q3 2021 Nov 09, 2021	BUY	$66.68 - $77.38 $182,703 - $212,021	2,740 Added 11.21%	27,178 $1.98 Million
Q2 2021 Aug 05, 2021	BUY	$63.69 - $76.01 $804,213 - $959,778	12,627 Added 106.91%	24,438 $1.78 Million
Q2 2020 Aug 14, 2020	SELL	$31.75 - $42.82 $398,113 - $536,919	-12,539 Reduced 51.49%	11,811 $398,000
Q4 2019 Feb 13, 2020	SELL	$35.1 - $51.07 $1.73 Million - $2.51 Million	-49,199 Reduced 66.89%	24,350 $1.16 Million
Q2 2018 Aug 10, 2018	SELL	$50.11 - $59.59 $4.48 Million - $5.33 Million	-89,436 Reduced 54.87%	73,549 $3.76 Million
Q4 2017 Feb 13, 2018	BUY	$43.27 - $52.28 $350,746 - $423,781	8,106 Added 5.23%	162,985 $8.37 Million
Q3 2017 Nov 14, 2017	BUY	$38.11 - $44.04 $5.9 Million - $6.82 Million	154,879	154,879 $6.77 Million

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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