Sky Oak Wealth, LLC Schwab Charles Corp Transaction History

Sky Oak Wealth, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 10, 2020	SELL	$31.75 - $42.82 $535,590 - $722,330	-16,869 Closed	0 $0
Q1 2020 May 04, 2020	SELL	$28.43 - $49.0 $127,935 - $220,500	-4,500 Reduced 21.06%	16,869 $567,000
Q4 2019 Feb 04, 2020	BUY	$35.1 - $51.07 $750,051 - $1.09 Million	21,369 New	21,369 $1.02 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 $140B
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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