Summit X, LLC Schwab Charles Corp Transaction History

Summit X, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$47.37 - $57.14 $104,450 - $125,993	2,205 Added 17.36%	14,908 $844,000
Q1 2023 May 10, 2023	BUY	$51.91 - $85.6 $329,784 - $543,816	6,353 Added 100.05%	12,703 $665,000
Q4 2022 Feb 02, 2023	SELL	$67.43 - $83.26 $59,608 - $73,601	-884 Reduced 12.22%	6,350 $528,000
Q3 2022 Nov 01, 2022	BUY	$21.16 - $74.92 $18,684 - $66,154	883 Added 13.9%	7,234 $527,000
Q2 2022 Aug 12, 2022	BUY	$59.99 - $83.83 $215,004 - $300,446	3,584 Added 129.53%	6,351 $399,000
Q1 2022 May 05, 2022	BUY	$75.69 - $95.53 $8,023 - $10,126	106 Added 3.98%	2,767 $235,000
Q4 2021 Jan 19, 2022	BUY	$73.23 - $85.82 $194,865 - $228,367	2,661 New	2,661 $225,000
Q4 2020 Jan 29, 2021	SELL	$36.75 - $53.04 $105,546 - $152,330	-2,872 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$33.02 - $36.28 $94,833 - $104,196	2,872 New	2,872 $1.05 Million

2,133

1.45B

16.9M

22.4M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $152B
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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