Seaview Investment Managers LLC Schwab Charles Corp Transaction History

Seaview Investment Managers LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 25, 2023	SELL	$54.2 - $67.94 $5.16 Million - $6.46 Million	-95,123 Reduced 94.65%	5,372 $294,000
Q2 2023 Aug 10, 2023	BUY	$47.37 - $57.14 $558,397 - $673,566	11,788 Added 13.29%	100,495 $5.7 Million
Q1 2023 May 11, 2023	BUY	$51.91 - $85.6 $367,263 - $605,620	7,075 Added 8.67%	88,707 $4.65 Million
Q4 2022 Feb 08, 2023	SELL	$67.43 - $83.26 $1.27 Million - $1.56 Million	-18,777 Reduced 18.7%	81,632 $6.8 Million
Q3 2022 Nov 10, 2022	BUY	$21.16 - $74.92 $37,643 - $133,282	1,779 Added 1.8%	100,409 $7.22 Million
Q2 2022 Jul 20, 2022	BUY	$59.99 - $83.83 $5.92 Million - $8.27 Million	98,630 New	98,630 $6.23 Million
Q4 2020 Feb 05, 2021	SELL	$36.75 - $53.04 $7,938 - $11,456	-216 Closed	0 $0
Q3 2020 Nov 20, 2020	BUY	$33.02 - $36.28 $7,132 - $7,836	216 New	216 $9,000

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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