Symmetry Partners, LLC Schwab Charles Corp Transaction History

Symmetry Partners, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$70.03 - $78.9 $110,297 - $124,267	-1,575 Reduced 18.1%	7,129 $525,000
Q4 2023 Jan 02, 2024	SELL	$49.33 - $70.98 $62,254 - $89,576	-1,262 Reduced 12.66%	8,704 $605,000
Q3 2022 Oct 03, 2022	BUY	$21.16 - $74.92 $11,807 - $41,805	558 Added 5.93%	9,966 $716,000
Q4 2021 Jan 11, 2022	SELL	$73.23 - $85.82 $419,974 - $492,177	-5,735 Reduced 37.87%	9,408 $791,000
Q3 2021 Oct 18, 2021	SELL	$66.68 - $77.38 $124,824 - $144,855	-1,872 Reduced 11.0%	15,143 $1.15 Million
Q2 2021 Jul 07, 2021	SELL	$63.69 - $76.01 $155,403 - $185,464	-2,440 Reduced 12.54%	17,015 $1.24 Million
Q1 2021 May 03, 2021	SELL	$51.54 - $67.65 $322,073 - $422,744	-6,249 Reduced 24.31%	19,455 $1.27 Million
Q4 2020 Feb 18, 2021	BUY	$36.75 - $53.04 $449,121 - $648,201	12,221 Added 90.64%	25,704 $1.36 Million
Q3 2020 Nov 03, 2020	BUY	$33.02 - $36.28 $445,208 - $489,163	13,483 New	13,483 $488,000

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 $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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