Schubert & CO Schwab Charles Corp Transaction History

Schubert & CO

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 02, 2023	SELL	$51.91 - $85.6 $4,412 - $7,275	-85 Reduced 58.22%	61 $3,000
Q4 2022 Jan 31, 2023	BUY	$67.43 - $83.26 $1,483 - $1,831	22 Added 17.74%	146 $12,000
Q3 2022 Oct 21, 2022	BUY	$21.16 - $74.92 $1,354 - $4,794	64 Added 106.67%	124 $9,000
Q2 2022 Aug 01, 2022	BUY	$59.99 - $83.83 $179 - $251	3 Added 5.26%	60 $4,000
Q1 2022 May 16, 2022	SELL	$75.69 - $95.53 $1,211 - $1,528	-16 Reduced 21.92%	57 $5,000
Q4 2021 Jan 28, 2022	BUY	$73.23 - $85.82 $5,345 - $6,264	73 New	73 $6,000

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 ...

Get notified when there are updates to the investment portfolio of Schubert & CO, based on Form 13F filings with the SEC.

Stay updated on Schubert & CO with notifications on news.