Stelac Advisory Services LLC Schwab Charles Corp Transaction History

Stelac Advisory Services LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 15, 2021	SELL	$66.68 - $77.38 $220,377 - $255,740	-3,305 Closed	0 $0
Q2 2021 Aug 09, 2021	SELL	$63.69 - $76.01 $466,911 - $557,229	-7,331 Reduced 68.93%	3,305 $241,000
Q1 2021 May 13, 2021	BUY	$51.54 - $67.65 $7,937 - $10,418	154 Added 1.47%	10,636 $693,000
Q4 2020 Feb 11, 2021	SELL	$36.75 - $53.04 $61,519 - $88,788	-1,674 Reduced 13.77%	10,482 $556,000
Q3 2020 Nov 02, 2020	BUY	$33.02 - $36.28 $70,860 - $77,856	2,146 Added 21.44%	12,156 $440,000
Q2 2020 Jul 29, 2020	BUY	$31.75 - $42.82 $317,817 - $428,628	10,010 New	10,010 $338,000

2,082

1.45B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $148B
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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