Seven Bridge Financial Group, LLC Schwab Charles Corp Transaction History

Seven Bridge Financial Group, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 09, 2019	SELL	$36.12 - $44.28 $484,983 - $594,547	-13,427 Closed	0 $0
Q1 2019 May 14, 2019	SELL	$40.72 - $47.98 $46,420 - $54,697	-1,140 Reduced 7.83%	13,427 $574,000
Q4 2018 Feb 14, 2019	SELL	$38.25 - $52.17 $74,587 - $101,731	-1,950 Reduced 11.81%	14,567 $605,000
Q2 2018 Aug 14, 2018	BUY	$50.11 - $59.59 $33,323 - $39,627	665 Added 4.2%	16,517 $844,000
Q1 2018 May 11, 2018	SELL	$48.9 - $57.76 $8,557 - $10,108	-175 Reduced 1.09%	15,852 $828,000
Q4 2017 Feb 20, 2018	BUY	$43.27 - $52.28 $4,067 - $4,914	94 Added 0.59%	16,027 $823,000
Q3 2017 Nov 13, 2017	BUY	$38.11 - $44.04 $205,946 - $237,992	5,404 Added 51.32%	15,933 $697,000
Q2 2017 Aug 14, 2017	BUY	N/A	10,529	10,529 $452,000

2,083

1.45B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $147B
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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