Sterling Investment Management, LLC Schwab Charles Corp Transaction History

Sterling Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	SELL	$49.33 - $70.98 $711,979 - $1.02 Million	-14,433 Reduced 31.46%	31,450 $2.16 Million
Q3 2023 Oct 10, 2023	SELL	$54.2 - $67.94 $56,584 - $70,929	-1,044 Reduced 2.22%	45,883 $2.52 Million
Q2 2023 Jul 12, 2023	SELL	$47.37 - $57.14 $4,121 - $4,971	-87 Reduced 0.19%	46,927 $2.66 Million
Q1 2023 Apr 27, 2023	BUY	$51.91 - $85.6 $2.44 Million - $4.02 Million	47,014 New	47,014 $2.46 Million

2,081

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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