Royce & Associates LP Schwab Charles Corp Transaction History

Royce & Associates LP

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$47.37 - $57.14 $208,475 - $251,473	-4,401 Reduced 30.0%	10,270 $582,000
Q4 2020 Feb 08, 2021	BUY	$36.75 - $53.04 $230,459 - $332,613	6,271 Added 74.65%	14,671 $778,000
Q1 2018 May 14, 2018	SELL	$48.9 - $57.76 $415,650 - $490,960	-8,500 Reduced 50.3%	8,400 $439,000
Q4 2017 Feb 09, 2018	SELL	$43.27 - $52.28 $173,080 - $209,120	-4,000 Reduced 19.14%	16,900 $868,000
Q2 2017 Aug 07, 2017	BUY	N/A	20,900	20,900 $898,000

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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